+681.4%
NFLX vs WPM
+558.4%
+123.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +1.5% |
| 7D | -1.1% | -0.6% | -0.5% | -1.0% |
| 30D | +4.3% | +14.4% | -10.1% | +2.0% |
| 3M | -4.8% | +37.0% | -41.7% | -9.5% |
| 6M | -18.4% | +4.1% | -22.6% | -19.8% |
| YTD | -17.4% | +31.7% | -49.2% | -22.3% |
| 1Y | -35.7% | +44.2% | -79.9% | -40.7% |
| 3Y | +73.8% | +265.5% | -191.7% | +35.5% |
| 5Y | +29.3% | +262.5% | -233.2% | -0.8% |
| All | +681.4% | +558.4% | +123.0% | +458.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling