+448.1%
NFLX vs SUI
+117.1%
+331.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | -0.3% | +3.4% | -3.7% | -1.1% |
| 30D | -10.0% | +4.6% | -14.6% | -11.1% |
| 3M | -17.1% | +1.6% | -18.7% | -17.4% |
| 6M | -27.7% | -3.5% | -24.2% | -27.1% |
| YTD | -32.5% | -1.0% | -31.5% | -32.5% |
| 1Y | -43.5% | -1.7% | -41.8% | -43.4% |
| 3Y | +41.4% | +18.4% | +23.1% | +30.7% |
| 5Y | -2.2% | -26.3% | +24.1% | +4.0% |
| 10Y | +448.1% | +123.3% | +324.7% | +348.0% |
| All | +448.1% | +117.1% | +331.0% | +348.0% |
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