+27.2%
NFLX vs DLR
+40.9%
-13.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | -8.1% | +2.9% | -11.0% | -8.9% |
| 30D | -0.3% | -1.2% | +0.8% | -0.1% |
| 3M | -6.6% | +2.9% | -9.5% | -8.1% |
| 6M | -22.7% | +6.7% | -29.3% | -25.1% |
| YTD | -18.9% | +23.9% | -42.8% | -25.8% |
| 1Y | -39.8% | +18.6% | -58.4% | -44.4% |
| 3Y | +71.7% | +59.7% | +12.0% | +37.1% |
| 5Y | +27.2% | +42.1% | -14.8% | +4.0% |
| All | +27.2% | +40.9% | -13.7% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling