+27.2%
NFLX vs WBD
+3.7%
+23.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.8% |
| 7D | -8.1% | -1.7% | -6.4% | -7.8% |
| 30D | -0.3% | +3.9% | -4.2% | -1.1% |
| 3M | -6.6% | +5.1% | -11.7% | -7.7% |
| 6M | -22.7% | +0.6% | -23.2% | -22.9% |
| YTD | -18.9% | -3.2% | -15.8% | -18.5% |
| 1Y | -39.8% | +127.7% | -167.5% | -51.7% |
| 3Y | +71.7% | +146.6% | -74.9% | +25.5% |
| 5Y | +27.2% | +4.2% | +23.1% | +21.1% |
| All | +27.2% | +3.7% | +23.5% | +21.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling