-35.7%
NFLX vs WY
-9.1%
-26.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.9% |
| 7D | -1.1% | -4.2% | +3.1% | -1.7% |
| 30D | +4.3% | -10.1% | +14.4% | +2.6% |
| 3M | -4.8% | -8.5% | +3.7% | -5.9% |
| 6M | -18.4% | -3.3% | -15.1% | -18.3% |
| YTD | -17.4% | -4.4% | -13.1% | -17.7% |
| 1Y | -35.7% | -11.5% | -24.2% | -36.6% |
| All | -35.7% | -9.1% | -26.6% | -36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling