+45.9%
NFLX vs WMB
+97.7%
-51.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | +2.1% | -13.8% | +16.0% | +3.8% |
| 30D | -9.0% | -10.3% | +1.3% | -8.2% |
| 3M | -14.0% | -10.1% | -3.9% | -13.3% |
| 6M | -28.2% | -11.8% | -16.3% | -27.5% |
| YTD | -32.4% | +8.9% | -41.3% | -35.6% |
| 1Y | -42.2% | +14.0% | -56.2% | -45.8% |
| 3Y | +45.9% | +100.5% | -54.7% | +33.3% |
| All | +45.9% | +97.7% | -51.8% | +33.3% |
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 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