-8.5%
NFLX vs DOW
-28.2%
+19.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | -2.0% | +5.2% | -7.2% | -2.9% |
| 30D | -11.9% | +13.2% | -25.1% | -14.1% |
| 3M | -20.6% | +10.1% | -30.7% | -22.2% |
| 6M | -29.0% | -13.1% | -15.9% | -27.4% |
| YTD | -33.7% | +46.1% | -79.8% | -40.0% |
| 1Y | -46.2% | +50.0% | -96.2% | -51.7% |
| 3Y | +39.8% | -20.2% | +60.0% | +49.8% |
| All | -8.5% | -28.2% | +19.7% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling