-2.2%
NFLX vs DIA
+56.9%
-59.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.7% |
| 7D | -0.3% | +0.9% | -1.2% | -1.3% |
| 30D | -10.0% | +1.1% | -11.1% | -11.3% |
| 3M | -17.1% | -2.9% | -14.2% | -14.5% |
| 6M | -27.7% | +5.9% | -33.6% | -32.6% |
| YTD | -32.5% | +9.8% | -42.3% | -40.3% |
| 1Y | -43.5% | +11.7% | -55.2% | -51.2% |
| 3Y | +41.4% | +59.5% | -18.1% | -28.2% |
| 5Y | -2.2% | +57.5% | -59.8% | -50.1% |
| All | -2.2% | +56.9% | -59.1% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling