-42.2%
NFLX vs WM
+20.0%
-62.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.2% | -2.6% |
| 7D | +2.1% | +1.2% | +0.9% | +1.8% |
| 30D | -9.0% | +13.1% | -22.1% | -12.2% |
| 3M | -14.0% | +3.6% | -17.6% | -15.3% |
| 6M | -28.2% | +8.1% | -36.2% | -29.9% |
| YTD | -32.4% | +8.9% | -41.3% | -31.6% |
| 1Y | -42.2% | +20.3% | -62.5% | -37.7% |
| All | -42.2% | +20.0% | -62.2% | -37.7% |
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 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