+26.7%
NFLX vs DIA
+64.1%
-37.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -0.6% |
| 7D | -5.0% | +0.1% | -5.1% | -5.0% |
| 30D | +3.5% | -2.1% | +5.6% | +6.0% |
| 3M | -7.1% | +4.2% | -11.3% | -11.4% |
| 6M | -22.5% | +11.9% | -34.4% | -32.3% |
| YTD | -18.1% | +10.8% | -28.9% | -28.0% |
| 1Y | -38.3% | +17.5% | -55.8% | -49.8% |
| 3Y | +73.4% | +59.9% | +13.4% | -10.7% |
| 5Y | +26.7% | +64.1% | -37.5% | -36.7% |
| All | +26.7% | +64.1% | -37.4% | -36.7% |
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