+52,899.3%
NFLX vs IWD
+693.5%
+52,205.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.0% |
| 7D | +2.1% | -0.5% | +2.6% | +2.6% |
| 30D | -9.0% | +2.7% | -11.7% | -11.0% |
| 3M | -14.0% | +0.9% | -14.8% | -14.5% |
| 6M | -28.2% | +10.5% | -38.7% | -34.1% |
| YTD | -32.4% | +23.7% | -56.1% | -43.8% |
| 1Y | -42.2% | +28.7% | -70.9% | -53.6% |
| 3Y | +45.9% | +79.7% | -33.9% | -12.6% |
| 5Y | -1.8% | +69.7% | -71.5% | -36.8% |
| 10Y | +419.6% | +211.4% | +208.2% | +93.5% |
| All | +52,899.3% | +693.5% | +52,205.8% | +4,612.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling