+31.3%
NFLX vs WTW
+42.0%
-10.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.8% | +1.8% |
| 7D | -1.1% | -5.7% | +4.6% | +0.9% |
| 30D | +4.3% | -7.3% | +11.6% | +7.0% |
| 3M | -4.8% | +21.5% | -26.2% | -11.1% |
| 6M | -18.4% | +9.6% | -28.1% | -21.7% |
| YTD | -17.4% | -3.3% | -14.2% | -17.5% |
| 1Y | -35.7% | -6.1% | -29.5% | -35.1% |
| 3Y | +73.8% | +61.8% | +11.9% | +26.1% |
| All | +31.3% | +42.0% | -10.7% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 5y: compounded portfolio wealth divided by compounded WTW 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…
5y analysis · Full analysis span regression · 6 months rolling