+448.2%
NFLX vs WU
-38.9%
+487.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.2% | -1.2% |
| 7D | -2.0% | -2.0% | 0.0% | -1.5% |
| 30D | -11.9% | +11.4% | -23.3% | -14.4% |
| 3M | -20.6% | -6.8% | -13.7% | -19.2% |
| 6M | -29.0% | -14.6% | -14.4% | -26.9% |
| YTD | -33.7% | -20.6% | -13.1% | -30.8% |
| 1Y | -46.2% | -15.4% | -30.8% | -44.8% |
| 3Y | +39.8% | -23.6% | +63.4% | +43.1% |
| 5Y | -9.0% | -43.4% | +34.4% | +1.6% |
| All | +448.2% | -38.9% | +487.1% | +414.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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