-37.8%
NFLX vs DHR
+5.2%
-42.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.6% | -3.7% | -5.3% |
| 7D | -4.2% | -3.9% | -0.4% | -4.1% |
| 30D | +5.5% | +4.0% | +1.5% | +5.4% |
| 3M | -4.1% | +11.5% | -15.6% | -4.0% |
| 6M | -20.7% | +1.9% | -22.5% | -21.4% |
| YTD | -16.5% | -8.9% | -7.6% | -18.2% |
| 1Y | -37.8% | +5.1% | -42.9% | -37.6% |
| All | -37.8% | +5.2% | -42.9% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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