+27.2%
NFLX vs WAB
+224.0%
-196.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.5% |
| 7D | -8.1% | +0.2% | -8.3% | -8.2% |
| 30D | -0.3% | -4.6% | +4.2% | +1.2% |
| 3M | -6.6% | +5.6% | -12.2% | -9.2% |
| 6M | -22.7% | +13.8% | -36.5% | -27.7% |
| YTD | -18.9% | +31.9% | -50.8% | -29.2% |
| 1Y | -39.8% | +48.3% | -88.1% | -50.5% |
| 3Y | +71.7% | +167.1% | -95.4% | +0.2% |
| 5Y | +27.2% | +222.9% | -195.6% | -34.0% |
| All | +27.2% | +224.0% | -196.7% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling