+681.4%
NFLX vs WY
+7.6%
+673.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -1.1% | -4.2% | +3.1% | 0.0% |
| 30D | +4.3% | -10.1% | +14.4% | +7.1% |
| 3M | -4.8% | -8.5% | +3.7% | -2.9% |
| 6M | -18.4% | -3.3% | -15.1% | -18.3% |
| YTD | -17.4% | -4.4% | -13.1% | -17.4% |
| 1Y | -35.7% | -11.5% | -24.2% | -34.5% |
| 3Y | +73.8% | -24.3% | +98.1% | +81.3% |
| 5Y | +29.3% | -21.3% | +50.6% | +33.9% |
| All | +681.4% | +7.6% | +673.9% | +661.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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