-35.7%
NFLX vs SYY
+6.6%
-42.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.7% |
| 7D | -1.1% | +3.9% | -5.0% | -1.4% |
| 30D | +4.3% | -1.7% | +6.0% | +4.4% |
| 3M | -4.8% | +5.2% | -9.9% | -5.1% |
| 6M | -18.4% | -0.2% | -18.2% | -18.5% |
| YTD | -17.4% | +15.4% | -32.8% | -17.5% |
| 1Y | -35.7% | +5.6% | -41.3% | -36.1% |
| All | -35.7% | +6.6% | -42.3% | -36.1% |
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