+29.0%
NFLX vs DIS
-40.0%
+69.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.6% | -4.3% |
| 7D | -4.2% | -2.6% | -1.7% | -2.7% |
| 30D | +5.5% | +3.5% | +2.0% | +3.3% |
| 3M | -4.1% | +6.8% | -10.9% | -7.9% |
| 6M | -20.7% | +3.0% | -23.7% | -22.6% |
| YTD | -16.5% | -6.7% | -9.8% | -13.9% |
| 1Y | -37.8% | -10.1% | -27.7% | -34.6% |
| 3Y | +77.9% | +33.0% | +44.8% | +26.5% |
| All | +29.0% | -40.0% | +69.0% | +71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling