-37.8%
NFLX vs MSFU
-18.4%
-19.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.2% | -1.2% | -4.8% |
| 7D | -4.2% | -5.7% | +1.4% | -3.6% |
| 30D | +5.5% | +4.2% | +1.3% | +5.0% |
| 3M | -4.1% | +27.9% | -32.0% | -7.7% |
| 6M | -20.7% | +37.1% | -57.8% | -24.9% |
| YTD | -16.5% | -7.4% | -9.2% | -18.1% |
| 1Y | -37.8% | -19.6% | -18.2% | -39.2% |
| All | -37.8% | -18.4% | -19.3% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling