-42.9%
NFLX vs WM
+20.0%
-62.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +2.6% | -0.5% | +3.0% | +2.7% |
| 30D | -9.0% | +13.3% | -22.3% | -12.3% |
| 3M | -13.7% | +4.4% | -18.1% | -15.3% |
| 6M | -26.9% | +10.8% | -37.7% | -29.1% |
| YTD | -31.8% | +9.1% | -40.9% | -31.1% |
| All | -42.9% | +20.0% | -62.9% | -40.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling