+70.7%
NFLX vs IWF
+77.2%
-6.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-09 to 2026-09-09.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.7% |
| 7D | -8.1% | +0.5% | -8.6% | -8.4% |
| 30D | -0.3% | -1.4% | +1.0% | +0.5% |
| 3M | -6.6% | +0.4% | -7.1% | -7.4% |
| 6M | -22.7% | +8.5% | -31.1% | -28.0% |
| YTD | -18.9% | +3.7% | -22.6% | -21.8% |
| 1Y | -39.8% | +8.5% | -48.3% | -44.3% |
| All | +70.7% | +77.2% | -6.5% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 2023-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IWF 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…
2023-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling