+26.7%
NFLX vs WFC
+125.2%
-98.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.2% |
| 7D | -5.0% | +1.1% | -6.1% | -5.3% |
| 30D | +3.5% | +0.8% | +2.7% | +3.2% |
| 3M | -7.1% | +9.3% | -16.4% | -9.9% |
| 6M | -22.5% | +10.6% | -33.1% | -25.4% |
| YTD | -18.1% | -4.1% | -14.1% | -17.7% |
| 1Y | -38.3% | +13.6% | -51.9% | -41.9% |
| 3Y | +73.4% | +130.7% | -57.4% | +18.5% |
| 5Y | +26.7% | +126.7% | -100.1% | -12.4% |
| All | +26.7% | +125.2% | -98.5% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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