-37.8%
NFLX vs SUI
-2.0%
-35.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.3% |
| 7D | -4.2% | -2.8% | -1.4% | -3.6% |
| 30D | +5.5% | -1.2% | +6.6% | +5.8% |
| 3M | -4.1% | -1.7% | -2.3% | -3.8% |
| 6M | -20.7% | -10.5% | -10.2% | -20.2% |
| YTD | -16.5% | -1.8% | -14.7% | -15.7% |
| 1Y | -37.8% | -4.1% | -33.7% | -38.4% |
| All | -37.8% | -2.0% | -35.7% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling