+45.9%
NFLX vs WST
+19.1%
+26.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.9% | -5.1% | -3.4% |
| 7D | +2.1% | -3.1% | +5.2% | +2.3% |
| 30D | -9.0% | +9.1% | -18.1% | -9.4% |
| 3M | -14.0% | +14.7% | -28.6% | -14.5% |
| 6M | -28.2% | +28.0% | -56.2% | -29.0% |
| YTD | -32.4% | +45.6% | -78.0% | -33.7% |
| 1Y | -42.2% | +45.7% | -87.9% | -43.3% |
| 3Y | +45.9% | +21.1% | +24.8% | +36.8% |
| All | +45.9% | +19.1% | +26.8% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling