+687.9%
NFLX vs WMB
+315.8%
+372.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.8% |
| 7D | -8.1% | 0.0% | -8.1% | -8.1% |
| 30D | -0.3% | +4.6% | -4.9% | -1.5% |
| 3M | -6.6% | +5.7% | -12.4% | -8.1% |
| 6M | -22.7% | +4.2% | -26.9% | -23.8% |
| YTD | -18.9% | +26.8% | -45.8% | -23.8% |
| 1Y | -39.8% | +34.7% | -74.5% | -44.4% |
| 3Y | +71.7% | +146.8% | -75.1% | +37.1% |
| 5Y | +27.2% | +285.0% | -257.8% | -8.5% |
| 10Y | +687.9% | +313.2% | +374.7% | +456.8% |
| All | +687.9% | +315.8% | +372.1% | +456.8% |
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