+41.4%
NFLX vs SUI
+17.8%
+23.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | -0.3% | +3.4% | -3.7% | -0.6% |
| 30D | -10.0% | +4.6% | -14.6% | -10.4% |
| 3M | -17.1% | +1.6% | -18.7% | -17.2% |
| 6M | -27.7% | -3.5% | -24.2% | -27.7% |
| YTD | -32.5% | -1.0% | -31.5% | -32.5% |
| 1Y | -43.5% | -1.7% | -41.8% | -43.5% |
| 3Y | +41.4% | +18.4% | +23.1% | +37.1% |
| All | +41.4% | +17.8% | +23.7% | +37.1% |
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