+2,257.8%
NFLX vs NWSA
+127.4%
+2,130.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.8% | -3.5% | -4.6% |
| 7D | -4.2% | -1.9% | -2.4% | -3.5% |
| 30D | +5.5% | +4.6% | +0.9% | +3.5% |
| 3M | -4.1% | +13.2% | -17.3% | -9.0% |
| 6M | -20.7% | +27.0% | -47.7% | -28.5% |
| YTD | -16.5% | +16.8% | -33.4% | -22.3% |
| 1Y | -37.8% | +4.5% | -42.3% | -39.6% |
| 3Y | +77.9% | +46.2% | +31.7% | +48.2% |
| 5Y | +32.5% | +40.9% | -8.4% | +10.1% |
| 10Y | +703.6% | +145.1% | +558.4% | +409.5% |
| All | +2,257.8% | +127.4% | +2,130.4% | +1,462.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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