+462.3%
NFLX vs DIS
+33.6%
+428.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.7% | +1.8% |
| 7D | -2.8% | +0.6% | -3.4% | -3.1% |
| 30D | -8.6% | +10.3% | -18.9% | -12.7% |
| 3M | -13.7% | +15.6% | -29.3% | -19.2% |
| 6M | -24.5% | +15.1% | -39.6% | -29.3% |
| YTD | -31.2% | +6.0% | -37.1% | -33.5% |
| 1Y | -43.2% | +5.7% | -48.9% | -45.3% |
| 3Y | +44.3% | +39.8% | +4.5% | +16.9% |
| 5Y | -1.9% | -23.9% | +22.0% | +4.4% |
| 10Y | +462.3% | +32.9% | +429.3% | +381.3% |
| All | +462.3% | +33.6% | +428.7% | +381.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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