+423.4%
NFLX vs WM
+337.2%
+86.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +2.6% | -0.5% | +3.0% | +2.8% |
| 30D | -9.0% | +13.3% | -22.3% | -12.9% |
| 3M | -13.7% | +4.4% | -18.1% | -15.1% |
| 6M | -26.9% | +10.8% | -37.7% | -29.6% |
| YTD | -31.8% | +9.1% | -40.9% | -34.0% |
| 1Y | -42.1% | +19.1% | -61.2% | -45.8% |
| 3Y | +47.0% | +45.7% | +1.3% | +25.9% |
| 5Y | -2.5% | +60.4% | -63.0% | -20.5% |
| 10Y | +423.4% | +328.7% | +94.6% | +163.7% |
| All | +423.4% | +337.2% | +86.2% | +163.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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