+65,302.9%
NFLX vs WMT
+786.9%
+64,516.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.2% | -4.8% |
| 7D | -4.2% | +3.9% | -8.2% | -5.9% |
| 30D | +5.5% | -4.4% | +9.9% | +7.2% |
| 3M | -4.1% | -8.8% | +4.7% | -0.6% |
| 6M | -20.7% | -15.6% | -5.0% | -15.4% |
| YTD | -16.5% | -3.2% | -13.3% | -16.8% |
| 1Y | -37.8% | +7.0% | -44.8% | -41.2% |
| 3Y | +77.9% | +105.3% | -27.4% | +21.5% |
| 5Y | +32.5% | +129.3% | -96.7% | -15.4% |
| 10Y | +703.6% | +423.9% | +279.6% | +234.4% |
| All | +65,302.9% | +786.9% | +64,516.0% | +17,137.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling