-86.5%
FLNC vs SUI
-28.7%
-57.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.7% | -6.1% | -6.3% |
| 7D | -7.1% | -3.8% | -3.2% | -4.6% |
| 30D | -30.2% | +3.9% | -34.1% | -32.9% |
| 3M | -64.1% | +0.2% | -64.3% | -64.7% |
| 6M | -77.7% | -4.2% | -73.6% | -77.9% |
| YTD | -76.1% | -2.5% | -73.5% | -76.4% |
| 1Y | -75.4% | -4.0% | -71.3% | -75.4% |
| 3Y | -72.4% | +16.5% | -88.9% | -78.0% |
| 5Y | -87.4% | -27.2% | -60.2% | -83.0% |
| All | -86.5% | -28.7% | -57.8% | -82.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling