-39.3%
NFLX vs WPM
+38.8%
-78.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +12.0% | -7.3% | +3.9% |
| 7D | +7.1% | +3.9% | +3.2% | +6.7% |
| 30D | -1.6% | -3.5% | +1.9% | -1.7% |
| 3M | -9.8% | +14.1% | -23.9% | -10.9% |
| 6M | -27.1% | +6.2% | -33.3% | -28.1% |
| YTD | -29.2% | +12.4% | -41.6% | -34.8% |
| 1Y | -39.3% | +40.0% | -79.2% | -51.2% |
| All | -39.3% | +38.8% | -78.1% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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