+45.2%
NFLX vs DLR
+55.0%
-9.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -2.8% | -2.0% | -0.8% | -2.5% |
| 30D | -8.6% | +0.5% | -9.1% | -8.7% |
| 3M | -13.7% | -4.4% | -9.3% | -13.2% |
| 6M | -24.5% | -6.4% | -18.0% | -23.8% |
| YTD | -31.2% | +19.5% | -50.6% | -35.1% |
| 1Y | -43.2% | +10.5% | -53.7% | -45.3% |
| All | +45.2% | +55.0% | -9.9% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling