+687.9%
NFLX vs DRI
+348.4%
+339.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.7% | -0.7% |
| 7D | -8.1% | -4.8% | -3.3% | -7.2% |
| 30D | -0.3% | -3.9% | +3.6% | +0.3% |
| 3M | -6.6% | +5.1% | -11.7% | -7.6% |
| 6M | -22.7% | +5.5% | -28.2% | -23.7% |
| YTD | -18.9% | +16.5% | -35.4% | -21.8% |
| 1Y | -39.8% | +2.0% | -41.8% | -40.5% |
| 3Y | +71.7% | +54.5% | +17.2% | +54.3% |
| 5Y | +27.2% | +66.6% | -39.4% | +11.9% |
| 10Y | +687.9% | +353.6% | +334.2% | +557.2% |
| All | +687.9% | +348.4% | +339.4% | +557.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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