-37.8%
NFLX vs WMT
+8.1%
-45.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.2% | -5.4% |
| 7D | -4.2% | +3.9% | -8.2% | -4.1% |
| 30D | +5.5% | -4.4% | +9.9% | +5.3% |
| 3M | -4.1% | -8.8% | +4.7% | -4.5% |
| 6M | -20.7% | -15.6% | -5.0% | -21.5% |
| YTD | -16.5% | -3.2% | -13.3% | -15.1% |
| 1Y | -37.8% | +7.0% | -44.8% | -34.3% |
| All | -37.8% | +8.1% | -45.9% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 1y: compounded portfolio wealth divided by compounded WMT 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…
1y analysis · Full analysis span regression · 6 months rolling