+76.6%
NFLX vs WMB
+146.4%
-69.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.1% | -5.5% | -5.4% |
| 7D | -4.2% | +0.6% | -4.8% | -4.4% |
| 30D | +5.5% | +3.3% | +2.2% | +4.8% |
| 3M | -4.1% | +3.1% | -7.2% | -4.9% |
| 6M | -20.7% | -0.7% | -20.0% | -20.8% |
| YTD | -16.5% | +25.2% | -41.7% | -21.4% |
| 1Y | -37.8% | +32.9% | -70.6% | -42.6% |
| All | +76.6% | +146.4% | -69.8% | +60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling