-45.7%
NFLX vs WM
+21.7%
-67.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.6% | -4.5% | -3.4% |
| 7D | -4.4% | +1.2% | -5.6% | -4.7% |
| 30D | -11.0% | +15.2% | -26.3% | -14.7% |
| 3M | -15.5% | +8.3% | -23.9% | -17.9% |
| 6M | -28.5% | +13.1% | -41.6% | -31.1% |
| YTD | -33.1% | +12.5% | -45.7% | -33.0% |
| All | -45.7% | +21.7% | -67.3% | -44.0% |
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