+423.4%
NFLX vs WMB
+267.9%
+155.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.7% | -2.8% | +0.1% |
| 7D | +2.6% | -6.7% | +9.2% | +3.9% |
| 30D | -9.0% | -8.6% | -0.5% | -7.7% |
| 3M | -13.7% | -4.9% | -8.8% | -13.4% |
| 6M | -26.9% | -6.3% | -20.6% | -26.6% |
| YTD | -31.8% | +13.0% | -44.8% | -34.6% |
| 1Y | -42.1% | +14.9% | -57.0% | -44.7% |
| 3Y | +47.0% | +113.4% | -66.4% | +20.7% |
| 5Y | -2.5% | +190.2% | -192.7% | -25.6% |
| 10Y | +423.4% | +259.9% | +163.5% | +282.3% |
| All | +423.4% | +267.9% | +155.5% | +282.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling