+72.4%
NFLX vs IWF
+78.0%
-5.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | -5.0% | +1.5% | -6.5% | -5.9% |
| 30D | +3.5% | -1.3% | +4.8% | +4.3% |
| 3M | -7.1% | +0.1% | -7.2% | -7.6% |
| 6M | -22.5% | +10.3% | -32.7% | -28.7% |
| YTD | -18.1% | +4.2% | -22.3% | -21.3% |
| 1Y | -38.3% | +9.3% | -47.6% | -43.3% |
| All | +72.4% | +78.0% | -5.6% | +6.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling