+73.8%
NFLX vs MKSI
+190.8%
-117.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +1.7% |
| 7D | -1.1% | +2.7% | -3.8% | -1.3% |
| 30D | +4.3% | -12.8% | +17.1% | +5.2% |
| 3M | -4.8% | -22.5% | +17.8% | -4.0% |
| 6M | -18.4% | +19.4% | -37.8% | -22.8% |
| YTD | -17.4% | +67.7% | -85.2% | -26.2% |
| 1Y | -35.7% | +131.4% | -167.1% | -45.9% |
| 3Y | +73.8% | +197.3% | -123.5% | +36.0% |
| All | +73.8% | +190.8% | -117.0% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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