+681.4%
NFLX vs MRSH
+218.8%
+462.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | -1.1% | -4.8% | +3.7% | +1.4% |
| 30D | +4.3% | -6.3% | +10.6% | +7.9% |
| 3M | -4.8% | +5.8% | -10.6% | -7.5% |
| 6M | -18.4% | +2.8% | -21.2% | -19.9% |
| YTD | -17.4% | -3.1% | -14.3% | -16.8% |
| 1Y | -35.7% | -11.3% | -24.4% | -32.4% |
| 3Y | +73.8% | -5.0% | +78.8% | +72.4% |
| 5Y | +29.3% | +19.2% | +10.1% | +12.6% |
| All | +681.4% | +218.8% | +462.6% | +367.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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