+681.4%
NFLX vs WBD
+15.0%
+666.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.9% |
| 7D | -1.1% | -0.7% | -0.3% | -1.0% |
| 30D | +4.3% | +1.4% | +2.9% | +4.1% |
| 3M | -4.8% | +4.4% | -9.2% | -5.5% |
| 6M | -18.4% | +0.8% | -19.3% | -18.6% |
| YTD | -17.4% | -2.7% | -14.7% | -17.2% |
| 1Y | -35.7% | +73.4% | -109.1% | -42.4% |
| 3Y | +73.8% | +142.1% | -68.3% | +37.7% |
| 5Y | +29.3% | +7.2% | +22.0% | +14.3% |
| All | +681.4% | +15.0% | +666.5% | +541.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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