+67.1%
NFLX vs DOW
-5.2%
+72.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.7% | -3.2% |
| 7D | -4.4% | +3.7% | -8.0% | -5.0% |
| 30D | -11.0% | +16.3% | -27.3% | -13.4% |
| 3M | -15.5% | +9.7% | -25.2% | -17.1% |
| 6M | -28.5% | -14.1% | -14.4% | -26.9% |
| YTD | -33.1% | +46.6% | -79.7% | -38.6% |
| 1Y | -45.8% | +56.8% | -102.7% | -51.0% |
| 3Y | +40.2% | -20.4% | +60.5% | +42.8% |
| 5Y | -8.2% | -27.4% | +19.3% | -4.9% |
| All | +67.1% | -5.2% | +72.3% | +50.0% |
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