+667.4%
NFLX vs WCN
+235.2%
+432.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.5% |
| 7D | -8.1% | -4.4% | -3.6% | -6.1% |
| 30D | +1.6% | -4.4% | +6.1% | +3.8% |
| 3M | -7.3% | +0.5% | -7.8% | -7.7% |
| 6M | -21.6% | -3.3% | -18.3% | -20.8% |
| YTD | -18.9% | -8.5% | -10.4% | -16.1% |
| 1Y | -39.1% | -8.9% | -30.2% | -37.1% |
| 3Y | +71.7% | +18.0% | +53.6% | +53.8% |
| 5Y | +27.0% | +25.0% | +1.9% | +9.0% |
| All | +667.4% | +235.2% | +432.1% | +338.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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