+52,297.5%
NFLX vs IWF
+1,225.5%
+51,072.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.5% |
| 7D | -4.4% | +5.3% | -9.7% | -9.5% |
| 30D | -11.0% | -8.6% | -2.4% | -3.2% |
| 3M | -15.5% | -6.5% | -9.0% | -10.6% |
| 6M | -28.5% | -5.6% | -22.8% | -25.9% |
| YTD | -33.1% | -1.5% | -31.6% | -34.3% |
| 1Y | -45.8% | -2.8% | -43.0% | -46.2% |
| 3Y | +40.2% | +67.1% | -27.0% | -24.4% |
| 5Y | -8.2% | +57.6% | -65.8% | -45.3% |
| 10Y | +446.2% | +390.4% | +55.8% | -2.6% |
| All | +52,297.5% | +1,225.5% | +51,072.1% | +2,142.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling