+65,302.9%
NFLX vs MSI
+982.4%
+64,320.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.5% | -5.0% |
| 7D | -4.2% | -3.7% | -0.6% | -2.9% |
| 30D | +5.5% | +6.8% | -1.4% | +2.6% |
| 3M | -4.1% | +14.3% | -18.4% | -9.2% |
| 6M | -20.7% | -1.6% | -19.1% | -20.9% |
| YTD | -16.5% | +22.8% | -39.3% | -23.8% |
| 1Y | -37.8% | -1.1% | -36.7% | -38.4% |
| 3Y | +77.9% | +70.5% | +7.4% | +41.2% |
| 5Y | +32.5% | +102.8% | -70.3% | -1.7% |
| 10Y | +703.6% | +597.4% | +106.1% | +261.7% |
| All | +65,302.9% | +982.4% | +64,320.5% | +14,438.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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