-37.8%
NFLX vs SYY
+1.0%
-38.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.1% | -5.3% |
| 7D | -4.2% | -2.3% | -1.9% | -4.1% |
| 30D | +5.5% | -4.9% | +10.4% | +5.8% |
| 3M | -4.1% | +8.4% | -12.4% | -4.2% |
| 6M | -20.7% | -7.4% | -13.3% | -20.5% |
| YTD | -16.5% | +11.0% | -27.5% | -16.1% |
| 1Y | -37.8% | -0.2% | -37.5% | -38.7% |
| All | -37.8% | +1.0% | -38.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling