+73.4%
NFLX vs WDC
+1,362.1%
-1,288.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.0% |
| 7D | -5.0% | +6.0% | -11.0% | -5.2% |
| 30D | +3.5% | +9.9% | -6.4% | +3.1% |
| 3M | -7.1% | -9.4% | +2.3% | -7.8% |
| 6M | -22.5% | +94.7% | -117.2% | -28.9% |
| YTD | -18.1% | +177.4% | -195.5% | -29.7% |
| 1Y | -38.3% | +412.6% | -450.9% | -54.0% |
| 3Y | +73.4% | +1,359.8% | -1,286.4% | +1.0% |
| All | +73.4% | +1,362.1% | -1,288.8% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WDC.
Daily Out/Under-Performance
Portfolio return minus WDC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDC 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 3y: compounded portfolio wealth divided by compounded WDC 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…
3y analysis · Full analysis span regression · 6 months rolling