-2.7%
NFLX vs SUI
-26.3%
+23.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.9% |
| 7D | +2.1% | +6.2% | -4.1% | +0.5% |
| 30D | -9.0% | +8.6% | -17.6% | -11.0% |
| 3M | -14.0% | +1.0% | -14.9% | -14.2% |
| 6M | -28.2% | -2.6% | -25.6% | -27.8% |
| YTD | -32.4% | -0.1% | -32.2% | -32.5% |
| 1Y | -42.2% | +0.5% | -42.7% | -42.4% |
| 3Y | +45.9% | +15.3% | +30.6% | +34.6% |
| All | -2.7% | -26.3% | +23.6% | +10.0% |
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