-2.5%
NFLX vs WEC
+55.5%
-58.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | +0.8% |
| 7D | +2.6% | +0.2% | +2.4% | +2.6% |
| 30D | -9.0% | +12.9% | -22.0% | -9.8% |
| 3M | -13.7% | +9.8% | -23.5% | -14.3% |
| 6M | -26.9% | +6.7% | -33.6% | -27.2% |
| YTD | -31.8% | +14.0% | -45.8% | -32.2% |
| 1Y | -42.1% | +7.3% | -49.4% | -42.3% |
| 3Y | +47.0% | +63.8% | -16.8% | +41.6% |
| 5Y | -2.5% | +54.8% | -57.3% | -2.5% |
| All | -2.5% | +55.5% | -58.0% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling