+448.1%
NFLX vs MUB
+21.7%
+426.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.8% |
| 7D | -0.3% | +0.6% | -0.9% | -0.7% |
| 30D | -10.0% | +3.4% | -13.4% | -12.3% |
| 3M | -17.1% | -0.7% | -16.4% | -16.6% |
| 6M | -27.7% | -1.0% | -26.7% | -27.1% |
| YTD | -32.5% | 0.0% | -32.5% | -32.5% |
| 1Y | -43.5% | +0.4% | -43.9% | -43.7% |
| 3Y | +41.4% | +10.5% | +31.0% | +30.3% |
| 5Y | -2.2% | +3.1% | -5.3% | -5.4% |
| 10Y | +448.1% | +22.0% | +426.0% | +433.2% |
| All | +448.1% | +21.7% | +426.4% | +433.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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