+27.0%
NFLX vs DHR
-28.4%
+55.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -8.1% | -2.4% | -5.7% | -7.3% |
| 30D | -0.3% | -2.2% | +1.8% | +0.3% |
| 3M | -6.6% | +9.0% | -15.6% | -9.9% |
| 6M | -22.7% | +3.5% | -26.1% | -24.3% |
| YTD | -18.9% | -10.1% | -8.8% | -16.5% |
| 1Y | -39.8% | +6.2% | -46.0% | -42.6% |
| 3Y | +71.7% | -5.4% | +77.1% | +64.0% |
| All | +27.0% | -28.4% | +55.4% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling