+667.4%
NFLX vs SSNC
+169.0%
+498.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.3% |
| 7D | -8.1% | -6.7% | -1.3% | -4.6% |
| 30D | +1.6% | -0.8% | +2.4% | +2.1% |
| 3M | -7.3% | +16.1% | -23.4% | -14.6% |
| 6M | -21.6% | +7.9% | -29.5% | -25.4% |
| YTD | -18.9% | -8.7% | -10.2% | -15.9% |
| 1Y | -39.1% | -9.5% | -29.6% | -36.8% |
| 3Y | +71.7% | +47.7% | +24.0% | +33.0% |
| 5Y | +27.0% | +17.6% | +9.3% | +11.5% |
| All | +667.4% | +169.0% | +498.4% | +335.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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