+452.9%
NFLX vs WU
-39.7%
+492.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.6% |
| 7D | -4.4% | -5.3% | +0.9% | -3.1% |
| 30D | -11.0% | +9.0% | -20.0% | -13.1% |
| 3M | -15.5% | -3.6% | -12.0% | -14.8% |
| 6M | -28.5% | -19.4% | -9.1% | -25.3% |
| YTD | -33.1% | -21.7% | -11.4% | -29.9% |
| 1Y | -45.8% | -16.1% | -29.7% | -44.4% |
| 3Y | +40.2% | -24.1% | +64.3% | +43.7% |
| 5Y | -8.2% | -44.1% | +36.0% | +2.9% |
| All | +452.9% | -39.7% | +492.7% | +420.7% |
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