+1,772.7%
NFLX vs NWSA
+102.5%
+1,670.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.5% | -2.0% |
| 7D | -2.0% | +2.2% | -4.2% | -2.9% |
| 30D | -11.9% | -8.8% | -3.2% | -9.0% |
| 3M | -20.6% | -6.5% | -14.1% | -18.7% |
| 6M | -29.0% | +1.5% | -30.5% | -30.0% |
| YTD | -33.7% | +4.0% | -37.7% | -35.6% |
| 1Y | -46.2% | +3.4% | -49.6% | -47.6% |
| 3Y | +39.8% | +34.8% | +4.9% | +20.1% |
| 5Y | -9.0% | +18.4% | -27.3% | -19.3% |
| 10Y | +441.5% | +149.2% | +292.3% | +237.1% |
| All | +1,772.7% | +102.5% | +1,670.2% | +1,194.9% |
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