+448.2%
NFLX vs WEC
+197.9%
+250.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | -2.0% | +2.3% | -4.3% | -2.2% |
| 30D | -11.9% | +11.1% | -23.0% | -12.9% |
| 3M | -20.6% | +8.4% | -29.0% | -21.2% |
| 6M | -29.0% | +7.5% | -36.5% | -29.6% |
| YTD | -33.7% | +15.3% | -49.1% | -34.6% |
| 1Y | -46.2% | +9.7% | -55.9% | -46.7% |
| 3Y | +39.8% | +64.7% | -24.9% | +32.0% |
| 5Y | -9.0% | +57.3% | -66.2% | -13.7% |
| All | +448.2% | +197.9% | +250.2% | +405.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling