-2.7%
NFLX vs DIS
-32.6%
+29.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.0% |
| 7D | +2.1% | +5.2% | -3.1% | -1.1% |
| 30D | -9.0% | +11.5% | -20.5% | -15.0% |
| 3M | -14.0% | +11.5% | -25.5% | -19.5% |
| 6M | -28.2% | +8.9% | -37.0% | -31.9% |
| YTD | -32.4% | +3.4% | -35.8% | -34.5% |
| 1Y | -42.2% | +7.2% | -49.4% | -45.7% |
| 3Y | +45.9% | +43.3% | +2.5% | -0.4% |
| All | -2.7% | -32.6% | +29.9% | +28.8% |
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