+106.3%
NFLX vs DOW
-17.0%
+123.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +2.2% |
| 7D | -1.1% | -1.4% | +0.3% | -0.9% |
| 30D | +4.3% | -3.9% | +8.2% | +4.9% |
| 3M | -4.8% | -12.7% | +7.9% | -2.8% |
| 6M | -18.4% | -13.7% | -4.7% | -16.9% |
| YTD | -17.4% | +28.4% | -45.8% | -22.3% |
| 1Y | -35.7% | +21.8% | -57.4% | -39.2% |
| 3Y | +73.8% | -35.7% | +109.5% | +85.0% |
| 5Y | +29.3% | -36.8% | +66.1% | +37.2% |
| All | +106.3% | -17.0% | +123.3% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling