+7,328.1%
NFLX vs SSNC
+1,082.2%
+6,245.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.2% | -4.8% |
| 7D | -4.2% | +0.6% | -4.9% | -4.5% |
| 30D | +5.5% | +6.0% | -0.6% | +2.6% |
| 3M | -4.1% | +21.0% | -25.0% | -12.8% |
| 6M | -20.7% | +12.1% | -32.8% | -25.5% |
| YTD | -16.5% | -3.2% | -13.3% | -16.1% |
| 1Y | -37.8% | -4.4% | -33.4% | -37.3% |
| 3Y | +77.9% | +51.6% | +26.3% | +40.2% |
| 5Y | +32.5% | +21.1% | +11.4% | +16.9% |
| 10Y | +703.6% | +177.7% | +525.9% | +367.8% |
| All | +7,328.1% | +1,082.2% | +6,245.9% | +2,326.6% |
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 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