+5,799.8%
NFLX vs SSNC
+1,023.6%
+4,776.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | -2.0% | +2.3% | -4.3% | -3.1% |
| 30D | -11.9% | -3.1% | -8.8% | -10.8% |
| 3M | -20.6% | -2.7% | -17.8% | -19.7% |
| 6M | -29.0% | +23.7% | -52.7% | -36.4% |
| YTD | -33.7% | -8.0% | -25.7% | -31.9% |
| 1Y | -46.2% | -4.7% | -41.5% | -45.7% |
| 3Y | +39.8% | +58.0% | -18.2% | +7.7% |
| 5Y | -9.0% | +8.0% | -16.9% | -15.4% |
| 10Y | +441.5% | +183.8% | +257.7% | +212.6% |
| All | +5,799.8% | +1,023.6% | +4,776.2% | +1,870.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling