+108.5%
NFLX vs DOW
-15.8%
+124.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.0% | -2.3% | -4.8% |
| 7D | -4.2% | -2.4% | -1.9% | -3.8% |
| 30D | +5.5% | +0.4% | +5.1% | +5.3% |
| 3M | -4.1% | -14.4% | +10.3% | -1.7% |
| 6M | -20.7% | -7.0% | -13.7% | -20.3% |
| YTD | -16.5% | +30.2% | -46.7% | -21.6% |
| 1Y | -37.8% | +29.2% | -67.0% | -41.9% |
| 3Y | +77.9% | -36.7% | +114.6% | +90.3% |
| 5Y | +32.5% | -37.7% | +70.2% | +41.0% |
| All | +108.5% | -15.8% | +124.3% | +91.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling