+27.0%
NFLX vs DLTR
+29.9%
-2.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | 0.0% |
| 7D | -8.1% | -9.4% | +1.4% | -7.2% |
| 30D | +1.6% | -7.3% | +9.0% | +2.4% |
| 3M | -7.3% | +7.6% | -14.9% | -8.0% |
| 6M | -21.6% | +1.6% | -23.2% | -21.9% |
| YTD | -18.9% | -3.5% | -15.4% | -18.9% |
| 1Y | -39.1% | +20.0% | -59.1% | -40.9% |
| 3Y | +71.7% | +2.3% | +69.4% | +68.0% |
| 5Y | +27.0% | +31.5% | -4.6% | +23.4% |
| All | +27.0% | +29.9% | -2.9% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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