+687.9%
NFLX vs WAT
+156.2%
+531.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.4% | -1.1% |
| 7D | -8.1% | -1.8% | -6.3% | -7.7% |
| 30D | -0.3% | -1.7% | +1.3% | 0.0% |
| 3M | -6.6% | +9.1% | -15.7% | -8.8% |
| 6M | -22.7% | +32.4% | -55.1% | -28.9% |
| YTD | -18.9% | +6.6% | -25.5% | -21.3% |
| 1Y | -39.8% | +34.7% | -74.5% | -45.7% |
| 3Y | +71.7% | +53.6% | +18.1% | +38.9% |
| 5Y | +27.2% | -4.1% | +31.3% | +20.5% |
| 10Y | +687.9% | +167.9% | +520.0% | +367.8% |
| All | +687.9% | +156.2% | +531.7% | +367.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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