+27.2%
NFLX vs SSNC
+15.9%
+11.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.1% |
| 7D | -8.1% | -3.9% | -4.2% | -5.9% |
| 30D | -0.3% | -0.2% | -0.2% | -0.2% |
| 3M | -6.6% | +15.9% | -22.5% | -14.8% |
| 6M | -22.7% | +7.5% | -30.1% | -26.5% |
| YTD | -18.9% | -8.2% | -10.7% | -15.4% |
| 1Y | -39.8% | -9.3% | -30.5% | -37.0% |
| 3Y | +71.7% | +48.5% | +23.3% | +20.1% |
| 5Y | +27.2% | +16.0% | +11.2% | +15.5% |
| All | +27.2% | +15.9% | +11.3% | +15.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling