-2.2%
NFLX vs WDC
+586.8%
-589.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -0.3% | -16.7% | +16.5% | +1.8% |
| 30D | -10.0% | -27.2% | +17.2% | -6.9% |
| 3M | -17.1% | -34.0% | +16.9% | -13.7% |
| 6M | -27.7% | -39.7% | +12.0% | -26.7% |
| YTD | -32.5% | +68.1% | -100.6% | -48.9% |
| 1Y | -43.5% | +66.3% | -109.8% | -57.5% |
| 3Y | +41.4% | +754.4% | -713.0% | -45.9% |
| 5Y | -2.2% | +595.8% | -598.0% | -59.1% |
| All | -2.2% | +586.8% | -589.0% | -59.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling