-8.5%
NFLX vs SYY
+15.0%
-23.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | -2.0% | +0.3% | -2.3% | -2.1% |
| 30D | -11.9% | -4.8% | -7.2% | -10.8% |
| 3M | -20.6% | -7.1% | -13.5% | -18.9% |
| 6M | -29.0% | +6.8% | -35.8% | -30.8% |
| YTD | -33.7% | +7.7% | -41.4% | -36.6% |
| 1Y | -46.2% | +5.7% | -51.8% | -48.2% |
| 3Y | +39.8% | +24.6% | +15.2% | +18.3% |
| All | -8.5% | +15.0% | -23.6% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling