+448.2%
NFLX vs SUI
+123.0%
+325.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -2.0% | -1.5% | -0.5% | -1.6% |
| 30D | -11.9% | +3.7% | -15.7% | -12.8% |
| 3M | -20.6% | -0.4% | -20.2% | -20.5% |
| 6M | -29.0% | -2.8% | -26.2% | -28.5% |
| YTD | -33.7% | -1.6% | -32.1% | -33.6% |
| 1Y | -46.2% | -2.1% | -44.1% | -46.0% |
| 3Y | +39.8% | +18.5% | +21.3% | +29.1% |
| 5Y | -9.0% | -26.5% | +17.6% | -3.1% |
| All | +448.2% | +123.0% | +325.2% | +348.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling