+25,904.2%
NFLX vs WPM
+5,046.3%
+20,857.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -2.0% | -3.6% | +1.6% | -1.5% |
| 30D | -11.9% | +1.4% | -13.4% | -12.3% |
| 3M | -20.6% | -0.2% | -20.4% | -20.9% |
| 6M | -29.0% | -7.3% | -21.7% | -29.0% |
| YTD | -33.7% | +12.3% | -46.1% | -35.9% |
| 1Y | -46.2% | +24.9% | -71.1% | -48.7% |
| 3Y | +39.8% | +210.4% | -170.6% | +16.4% |
| 5Y | -9.0% | +210.4% | -219.3% | -24.9% |
| 10Y | +441.5% | +731.7% | -290.2% | +283.0% |
| All | +25,904.2% | +5,046.3% | +20,857.9% | +9,420.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling