+41.0%
NFLX vs DIS
+37.9%
+3.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -2.5% |
| 7D | -4.4% | +0.9% | -5.2% | -4.6% |
| 30D | -11.0% | +8.9% | -19.9% | -13.5% |
| 3M | -15.5% | +14.5% | -30.1% | -19.1% |
| 6M | -28.5% | +12.2% | -40.7% | -31.2% |
| YTD | -33.1% | +4.7% | -37.9% | -34.7% |
| 1Y | -45.8% | +2.8% | -48.7% | -46.9% |
| All | +41.0% | +37.9% | +3.1% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling