-2.7%
NFLX vs WMB
+178.0%
-180.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | +2.1% | -13.8% | +16.0% | +5.2% |
| 30D | -9.0% | -10.3% | +1.3% | -7.4% |
| 3M | -14.0% | -10.1% | -3.9% | -12.7% |
| 6M | -28.2% | -11.8% | -16.3% | -26.9% |
| YTD | -32.4% | +8.9% | -41.3% | -35.7% |
| 1Y | -42.2% | +14.0% | -56.2% | -45.9% |
| 3Y | +45.9% | +100.5% | -54.7% | +13.9% |
| All | -2.7% | +178.0% | -180.6% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling