+74.4%
NFLX vs IWD
+70.7%
+3.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.7% | -4.9% |
| 7D | -4.2% | -0.3% | -4.0% | -4.1% |
| 30D | +5.5% | +0.6% | +4.9% | +5.2% |
| 3M | -4.1% | +7.2% | -11.3% | -7.8% |
| 6M | -20.7% | +16.2% | -36.9% | -27.5% |
| YTD | -16.5% | +23.3% | -39.9% | -26.6% |
| 1Y | -37.8% | +29.6% | -67.3% | -47.1% |
| All | +74.4% | +70.7% | +3.7% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling