+73.8%
NFLX vs MRSH
-4.9%
+78.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.9% |
| 7D | -1.1% | -4.8% | +3.7% | +0.5% |
| 30D | +4.3% | -6.3% | +10.6% | +6.6% |
| 3M | -4.8% | +5.8% | -10.6% | -6.3% |
| 6M | -18.4% | +2.8% | -21.2% | -19.1% |
| YTD | -17.4% | -3.1% | -14.3% | -17.0% |
| 1Y | -35.7% | -11.3% | -24.4% | -34.0% |
| 3Y | +73.8% | -5.0% | +78.8% | +65.8% |
| All | +73.8% | -4.9% | +78.7% | +65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling