+448.2%
NFLX vs WWD
+439.4%
+8.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.8% |
| 7D | -2.0% | +4.0% | -5.9% | -2.7% |
| 30D | -11.9% | +0.4% | -12.3% | -12.2% |
| 3M | -20.6% | -7.9% | -12.6% | -19.6% |
| 6M | -29.0% | -10.6% | -18.4% | -28.3% |
| YTD | -33.7% | +9.4% | -43.1% | -36.5% |
| 1Y | -46.2% | +25.7% | -71.9% | -50.1% |
| 3Y | +39.8% | +148.5% | -108.8% | +10.0% |
| 5Y | -9.0% | +189.5% | -198.5% | -31.7% |
| All | +448.2% | +439.4% | +8.8% | +254.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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