+43.3%
FLNC vs SUI
-8.4%
+51.7%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.0% | -3.3% | -4.5% |
| 7D | -5.0% | -4.1% | -0.9% | -6.1% |
| 30D | -26.1% | -3.2% | -22.9% | -26.6% |
| 3M | -55.2% | -8.4% | -46.8% | -55.4% |
| 6M | -42.6% | -14.4% | -28.2% | -39.6% |
| YTD | -51.0% | -5.5% | -45.5% | -49.8% |
| 1Y | +43.3% | -7.3% | +50.7% | +44.3% |
| All | +43.3% | -8.4% | +51.7% | +44.3% |
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