+26.7%
NFLX vs WEC
+34.9%
-8.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -2.9% | -1.9% |
| 7D | -5.0% | +0.8% | -5.8% | -5.0% |
| 30D | +3.5% | +0.3% | +3.2% | +3.5% |
| 3M | -7.1% | -2.9% | -4.2% | -6.9% |
| 6M | -22.5% | -5.9% | -16.6% | -22.2% |
| YTD | -18.1% | +4.1% | -22.3% | -18.0% |
| 1Y | -38.3% | +3.1% | -41.5% | -38.3% |
| 3Y | +73.4% | +40.8% | +32.6% | +70.4% |
| 5Y | +26.7% | +31.7% | -5.0% | +29.0% |
| All | +26.7% | +34.9% | -8.2% | +29.0% |
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