-37.8%
NFLX vs WMB
+31.9%
-69.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.1% | -5.5% | -5.3% |
| 7D | -4.2% | +0.6% | -4.8% | -4.2% |
| 30D | +5.5% | +3.3% | +2.2% | +5.7% |
| 3M | -4.1% | +3.1% | -7.2% | -3.8% |
| 6M | -20.7% | -0.7% | -20.0% | -20.5% |
| YTD | -16.5% | +25.2% | -41.7% | -16.0% |
| 1Y | -37.8% | +32.9% | -70.6% | -36.2% |
| All | -37.8% | +31.9% | -69.7% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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