-39.3%
NFLX vs WEC
+9.7%
-48.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.3% | +4.1% |
| 7D | +7.1% | +6.9% | +0.2% | +5.3% |
| 30D | -1.6% | +16.6% | -18.2% | -5.4% |
| 3M | -9.8% | +9.1% | -18.8% | -11.8% |
| 6M | -27.1% | +3.2% | -30.3% | -27.3% |
| YTD | -29.2% | +14.9% | -44.1% | -28.7% |
| 1Y | -39.3% | +9.2% | -48.4% | -38.7% |
| All | -39.3% | +9.7% | -48.9% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling