+681.4%
NFLX vs SYY
+116.5%
+564.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.6% |
| 7D | -1.1% | +3.9% | -5.0% | -1.8% |
| 30D | +4.3% | -1.7% | +6.0% | +4.6% |
| 3M | -4.8% | +5.2% | -9.9% | -5.7% |
| 6M | -18.4% | -0.2% | -18.2% | -18.7% |
| YTD | -17.4% | +15.4% | -32.8% | -20.3% |
| 1Y | -35.7% | +5.6% | -41.3% | -36.8% |
| 3Y | +73.8% | +28.9% | +44.9% | +62.0% |
| 5Y | +29.3% | +24.1% | +5.2% | +22.3% |
| All | +681.4% | +116.5% | +564.9% | +552.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling