-68.4%
FLNC vs SUI
+1.6%
-70.1%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +5.2% | +5.0% | +11.7% |
| 7D | -2.1% | +10.0% | -12.1% | +1.2% |
| 30D | -20.8% | +8.4% | -29.2% | -19.1% |
| 3M | -61.3% | +0.7% | -62.0% | -61.1% |
| 6M | -50.9% | -0.9% | -49.9% | -50.0% |
| YTD | -69.4% | +0.6% | -70.0% | -68.4% |
| 1Y | -68.4% | +0.8% | -69.2% | -67.4% |
| All | -68.4% | +1.6% | -70.1% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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