+70.7%
NFLX vs SYY
+26.6%
+44.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.2% | -3.1% | -1.1% |
| 7D | -8.1% | -0.2% | -7.9% | -8.1% |
| 30D | -0.3% | -2.7% | +2.4% | -0.2% |
| 3M | -6.6% | +5.9% | -12.5% | -6.9% |
| 6M | -22.7% | -2.3% | -20.3% | -22.6% |
| YTD | -18.9% | +13.1% | -32.0% | -19.3% |
| 1Y | -39.8% | +3.8% | -43.6% | -39.9% |
| All | +70.7% | +26.6% | +44.1% | +58.1% |
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