+39.8%
NFLX vs SYY
+24.4%
+15.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -0.9% |
| 7D | -2.0% | +0.3% | -2.3% | -2.0% |
| 30D | -11.9% | -4.8% | -7.2% | -11.7% |
| 3M | -20.6% | -7.1% | -13.5% | -20.3% |
| 6M | -29.0% | +6.8% | -35.8% | -29.1% |
| YTD | -33.7% | +7.7% | -41.4% | -33.7% |
| 1Y | -46.2% | +5.7% | -51.8% | -46.1% |
| 3Y | +39.8% | +24.6% | +15.2% | +32.1% |
| All | +39.8% | +24.4% | +15.3% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling