+65,302.9%
NFLX vs IWF
+1,306.6%
+63,996.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -4.2% | +0.5% | -4.8% | -4.8% |
| 30D | +5.5% | -0.4% | +5.8% | +5.7% |
| 3M | -4.1% | -2.6% | -1.4% | -2.5% |
| 6M | -20.7% | +9.1% | -29.8% | -29.2% |
| YTD | -16.5% | +4.5% | -21.0% | -22.1% |
| 1Y | -37.8% | +10.1% | -47.9% | -45.4% |
| 3Y | +77.9% | +77.6% | +0.3% | -9.2% |
| 5Y | +32.5% | +73.7% | -41.2% | -28.0% |
| 10Y | +703.6% | +411.5% | +292.0% | +39.0% |
| All | +65,302.9% | +1,306.6% | +63,996.3% | +2,562.6% |
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