-1.9%
NFLX vs SUI
-27.1%
+25.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.2% |
| 7D | -2.8% | -2.4% | -0.3% | -2.1% |
| 30D | -8.6% | +3.3% | -11.9% | -9.4% |
| 3M | -13.7% | +0.7% | -14.4% | -13.8% |
| 6M | -24.5% | -4.1% | -20.3% | -23.8% |
| YTD | -31.2% | -1.8% | -29.4% | -31.0% |
| 1Y | -43.2% | -4.1% | -39.2% | -42.8% |
| 3Y | +44.3% | +17.4% | +26.9% | +31.7% |
| 5Y | -1.9% | -27.0% | +25.2% | +11.0% |
| All | -1.9% | -27.1% | +25.3% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling