+423.4%
NFLX vs DIS
+40.1%
+383.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.2% | -0.1% |
| 7D | +2.6% | +5.3% | -2.7% | +0.1% |
| 30D | -9.0% | +10.2% | -19.3% | -13.1% |
| 3M | -13.7% | +13.5% | -27.3% | -18.6% |
| 6M | -26.9% | +11.1% | -38.0% | -30.4% |
| YTD | -31.8% | +5.5% | -37.3% | -34.0% |
| 1Y | -42.1% | +9.1% | -51.2% | -45.0% |
| 3Y | +47.0% | +36.0% | +11.0% | +20.7% |
| 5Y | -2.5% | -29.8% | +27.3% | +6.2% |
| 10Y | +423.4% | +36.6% | +386.8% | +356.4% |
| All | +423.4% | +40.1% | +383.3% | +356.4% |
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