+667.4%
NFLX vs DIA
+250.4%
+417.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | -8.1% | -3.0% | -5.0% | -5.5% |
| 30D | +1.6% | -3.0% | +4.6% | +4.4% |
| 3M | -7.3% | +4.5% | -11.8% | -11.0% |
| 6M | -21.6% | +9.8% | -31.4% | -28.3% |
| YTD | -18.9% | +9.3% | -28.2% | -25.8% |
| 1Y | -39.1% | +16.0% | -55.0% | -47.3% |
| 3Y | +71.7% | +57.7% | +13.9% | +10.7% |
| 5Y | +27.0% | +63.8% | -36.8% | -19.2% |
| All | +667.4% | +250.4% | +417.0% | +153.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 10y: compounded portfolio wealth divided by compounded DIA 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…
10y analysis · Full analysis span regression · 6 months rolling