+448.2%
NFLX vs MUB
+21.8%
+426.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | -2.0% | -1.3% | -0.7% | -1.0% |
| 30D | -11.9% | +2.2% | -14.1% | -13.3% |
| 3M | -20.6% | -1.6% | -18.9% | -19.5% |
| 6M | -29.0% | -1.3% | -27.7% | -28.3% |
| YTD | -33.7% | -0.7% | -33.1% | -33.4% |
| 1Y | -46.2% | -0.2% | -46.0% | -46.1% |
| 3Y | +39.8% | +9.6% | +30.1% | +29.6% |
| 5Y | -9.0% | +2.6% | -11.5% | -11.5% |
| All | +448.2% | +21.8% | +426.3% | +434.7% |
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