+31,379.9%
NFLX vs MUB
+76.3%
+31,303.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.4% | -5.4% |
| 7D | -4.2% | -0.9% | -3.4% | -3.9% |
| 30D | +5.5% | -1.4% | +6.9% | +6.1% |
| 3M | -4.1% | -2.2% | -1.9% | -3.2% |
| 6M | -20.7% | -1.9% | -18.8% | -20.1% |
| YTD | -16.5% | -0.8% | -15.8% | -16.3% |
| 1Y | -37.8% | +2.7% | -40.5% | -38.5% |
| 3Y | +77.9% | +8.6% | +69.3% | +71.7% |
| 5Y | +32.5% | +2.0% | +30.5% | +30.6% |
| 10Y | +703.6% | +17.9% | +685.6% | +670.2% |
| All | +31,379.9% | +76.3% | +31,303.7% | +29,178.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling