+452.9%
NFLX vs WAB
+269.8%
+183.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.6% |
| 7D | -4.4% | +7.9% | -12.3% | -6.0% |
| 30D | -11.0% | +4.9% | -15.9% | -12.1% |
| 3M | -15.5% | +1.8% | -17.3% | -16.1% |
| 6M | -28.5% | +12.0% | -40.4% | -30.9% |
| YTD | -33.1% | +41.3% | -74.4% | -39.4% |
| 1Y | -45.8% | +43.8% | -89.7% | -51.2% |
| 3Y | +40.2% | +171.1% | -130.9% | +6.8% |
| 5Y | -8.2% | +217.7% | -225.9% | -33.2% |
| All | +452.9% | +269.8% | +183.1% | +271.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 10y: compounded portfolio wealth divided by compounded WAB 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…
10y analysis · Full analysis span regression · 6 months rolling