+667.6%
NFLX vs WU
-39.0%
+706.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | -8.1% | -4.9% | -3.2% | -6.9% |
| 30D | -0.3% | -1.3% | +0.9% | 0.0% |
| 3M | -6.6% | -3.6% | -3.0% | -6.7% |
| 6M | -22.7% | -24.3% | +1.7% | -18.0% |
| YTD | -18.9% | -21.1% | +2.2% | -15.1% |
| 1Y | -39.8% | -10.3% | -29.5% | -39.5% |
| 3Y | +71.7% | -28.4% | +100.1% | +79.4% |
| 5Y | +27.2% | -51.2% | +78.4% | +48.0% |
| All | +667.6% | -39.0% | +706.6% | +637.2% |
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