+29.0%
NFLX vs SUI
-32.0%
+61.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.3% |
| 7D | -4.2% | -2.8% | -1.4% | -3.6% |
| 30D | +5.5% | -1.2% | +6.6% | +5.8% |
| 3M | -4.1% | -1.7% | -2.3% | -3.7% |
| 6M | -20.7% | -10.5% | -10.2% | -18.6% |
| YTD | -16.5% | -1.8% | -14.7% | -16.3% |
| 1Y | -37.8% | -4.1% | -33.7% | -37.3% |
| 3Y | +77.9% | +11.3% | +66.6% | +66.0% |
| All | +29.0% | -32.0% | +61.0% | +51.1% |
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 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