-35.7%
NFLX vs DHR
+3.6%
-39.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | -1.1% | -3.6% | +2.5% | -0.9% |
| 30D | +4.3% | -2.7% | +7.0% | +4.4% |
| 3M | -4.8% | +10.9% | -15.7% | -4.6% |
| 6M | -18.4% | +3.0% | -21.5% | -18.7% |
| YTD | -17.4% | -12.2% | -5.2% | -18.7% |
| 1Y | -35.7% | +3.3% | -39.0% | -35.0% |
| All | -35.7% | +3.6% | -39.2% | -35.0% |
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