+76.7%
NFLX vs DLR
+56.7%
+20.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.7% | -5.4% |
| 7D | -4.2% | +1.6% | -5.8% | -4.5% |
| 30D | +5.5% | -3.4% | +8.8% | +6.0% |
| 3M | -4.1% | +0.5% | -4.6% | -4.4% |
| 6M | -20.7% | +4.6% | -25.2% | -21.8% |
| YTD | -16.5% | +23.4% | -40.0% | -20.8% |
| 1Y | -37.8% | +19.0% | -56.8% | -40.7% |
| All | +76.7% | +56.7% | +20.0% | +70.6% |
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