+27.2%
NFLX vs WCN
+27.0%
+0.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.5% |
| 7D | -8.1% | -1.7% | -6.4% | -7.4% |
| 30D | -0.3% | -3.0% | +2.6% | +1.0% |
| 3M | -6.6% | +2.5% | -9.2% | -7.8% |
| 6M | -22.7% | -5.7% | -17.0% | -20.9% |
| YTD | -18.9% | -7.4% | -11.5% | -16.5% |
| 1Y | -39.8% | -8.6% | -31.2% | -37.9% |
| 3Y | +71.7% | +19.4% | +52.3% | +52.6% |
| 5Y | +27.2% | +27.2% | 0.0% | +2.4% |
| All | +27.2% | +27.0% | +0.2% | +2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling