+448.2%
NFLX vs WY
+5.0%
+443.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.3% |
| 7D | -2.0% | -0.8% | -1.2% | -1.8% |
| 30D | -11.9% | +10.1% | -22.0% | -14.1% |
| 3M | -20.6% | -15.4% | -5.2% | -17.3% |
| 6M | -29.0% | -8.3% | -20.7% | -27.9% |
| YTD | -33.7% | -9.8% | -23.9% | -32.8% |
| 1Y | -46.2% | -3.9% | -42.3% | -46.4% |
| 3Y | +39.8% | -23.3% | +63.1% | +44.8% |
| 5Y | -9.0% | -31.2% | +22.3% | -2.5% |
| All | +448.2% | +5.0% | +443.1% | +444.8% |
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