+51,846.2%
NFLX vs IWF
+1,210.6%
+50,635.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | +0.3% |
| 7D | -2.0% | +2.8% | -4.8% | -4.8% |
| 30D | -11.9% | -7.5% | -4.4% | -5.3% |
| 3M | -20.6% | -8.5% | -12.1% | -14.1% |
| 6M | -29.0% | -7.4% | -21.6% | -25.0% |
| YTD | -33.7% | -2.6% | -31.1% | -34.1% |
| 1Y | -46.2% | -1.8% | -44.3% | -47.1% |
| 3Y | +39.8% | +65.5% | -25.7% | -23.9% |
| 5Y | -9.0% | +55.8% | -64.8% | -45.1% |
| 10Y | +441.5% | +384.9% | +56.6% | -2.3% |
| All | +51,846.2% | +1,210.6% | +50,635.6% | +2,149.6% |
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