-35.7%
NFLX vs WMT
+7.0%
-42.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.8% |
| 7D | -1.1% | 0.0% | -1.1% | -1.1% |
| 30D | +4.3% | -7.4% | +11.7% | +4.1% |
| 3M | -4.8% | -10.9% | +6.1% | -5.3% |
| 6M | -18.4% | -12.7% | -5.8% | -18.8% |
| YTD | -17.4% | -3.2% | -14.2% | -16.1% |
| 1Y | -35.7% | +5.3% | -41.0% | -32.1% |
| All | -35.7% | +7.0% | -42.7% | -32.1% |
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