+70.7%
NFLX vs MKC
-31.2%
+101.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | -8.1% | -4.3% | -3.8% | -7.8% |
| 30D | -0.3% | -3.1% | +2.8% | -0.1% |
| 3M | -6.6% | +6.8% | -13.4% | -6.8% |
| 6M | -22.7% | -18.3% | -4.3% | -22.7% |
| YTD | -18.9% | -23.1% | +4.1% | -18.9% |
| 1Y | -39.8% | -23.7% | -16.1% | -39.7% |
| All | +70.7% | -31.2% | +101.9% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 3y: compounded portfolio wealth divided by compounded MKC 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…
3y analysis · Full analysis span regression · 6 months rolling