+65,302.9%
NFLX vs IWD
+691.2%
+64,611.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.7% | -4.8% |
| 7D | -4.2% | -0.3% | -4.0% | -4.0% |
| 30D | +5.5% | +0.6% | +4.9% | +5.0% |
| 3M | -4.1% | +7.2% | -11.3% | -9.6% |
| 6M | -20.7% | +16.2% | -36.9% | -30.4% |
| YTD | -16.5% | +23.3% | -39.9% | -30.5% |
| 1Y | -37.8% | +29.6% | -67.3% | -50.4% |
| 3Y | +77.9% | +70.5% | +7.4% | +11.3% |
| 5Y | +32.5% | +73.5% | -41.0% | -16.3% |
| 10Y | +703.6% | +198.3% | +505.2% | +210.8% |
| All | +65,302.9% | +691.2% | +64,611.7% | +5,727.1% |
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