+73.4%
NFLX vs DG
+10.3%
+63.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.0% | +2.1% | -1.9% |
| 7D | -5.0% | -2.5% | -2.5% | -5.0% |
| 30D | +3.5% | +1.0% | +2.5% | +3.6% |
| 3M | -7.1% | +20.3% | -27.4% | -6.7% |
| 6M | -22.5% | -11.7% | -10.7% | -23.1% |
| YTD | -18.1% | -2.3% | -15.8% | -18.3% |
| 1Y | -38.3% | +20.0% | -58.3% | -37.7% |
| 3Y | +73.4% | +7.2% | +66.1% | +89.9% |
| All | +73.4% | +10.3% | +63.0% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 3y: compounded portfolio wealth divided by compounded DG 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…
3y analysis · Full analysis span regression · 6 months rolling