-2.2%
NFLX vs DG
-31.9%
+29.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.5% | -1.1% |
| 7D | -0.3% | +5.2% | -5.5% | -0.7% |
| 30D | -10.0% | +7.9% | -17.9% | -10.7% |
| 3M | -17.1% | +12.7% | -29.8% | -18.0% |
| 6M | -27.7% | +22.4% | -50.1% | -29.0% |
| YTD | -32.5% | +5.4% | -37.9% | -33.1% |
| 1Y | -43.5% | +39.4% | -82.9% | -45.2% |
| 3Y | +41.4% | +24.1% | +17.3% | +35.4% |
| 5Y | -2.2% | -32.2% | +30.0% | +9.5% |
| All | -2.2% | -31.9% | +29.7% | +9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling