+65,302.9%
NFLX vs MKC
+552.4%
+64,750.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.4% | -5.0% |
| 7D | -4.2% | -5.9% | +1.6% | -2.2% |
| 30D | +5.5% | -0.9% | +6.3% | +5.8% |
| 3M | -4.1% | +12.7% | -16.8% | -8.0% |
| 6M | -20.7% | -19.3% | -1.4% | -15.1% |
| YTD | -16.5% | -22.2% | +5.6% | -10.0% |
| 1Y | -37.8% | -23.3% | -14.4% | -32.9% |
| 3Y | +77.9% | -30.0% | +107.9% | +93.6% |
| 5Y | +32.5% | -33.8% | +66.3% | +44.3% |
| 10Y | +703.6% | +24.4% | +679.1% | +543.5% |
| All | +65,302.9% | +552.4% | +64,750.5% | +24,060.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling