-35.7%
NFLX vs DLR
+11.7%
-47.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.7% | +0.1% | +1.9% |
| 7D | -1.1% | +0.1% | -1.2% | -1.1% |
| 30D | +4.3% | -4.3% | +8.6% | +4.1% |
| 3M | -4.8% | +3.8% | -8.6% | -4.5% |
| 6M | -18.4% | +5.8% | -24.3% | -18.3% |
| YTD | -17.4% | +23.5% | -41.0% | -15.9% |
| 1Y | -35.7% | +11.1% | -46.8% | -35.3% |
| All | -35.7% | +11.7% | -47.4% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 1y: compounded portfolio wealth divided by compounded DLR 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…
1y analysis · Full analysis span regression · 6 months rolling