+45.9%
NFLX vs SUI
+15.1%
+30.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -3.1% |
| 7D | +2.1% | +6.2% | -4.1% | +1.5% |
| 30D | -9.0% | +8.6% | -17.6% | -9.7% |
| 3M | -14.0% | +1.0% | -14.9% | -14.1% |
| 6M | -28.2% | -2.6% | -25.6% | -28.2% |
| YTD | -32.4% | -0.1% | -32.2% | -32.4% |
| 1Y | -42.2% | +0.5% | -42.7% | -42.2% |
| 3Y | +45.9% | +15.3% | +30.6% | +42.7% |
| All | +45.9% | +15.1% | +30.7% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling