-58.3%
FLNC vs SUI
+12.1%
-70.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.5% | +8.2% | +7.3% |
| 7D | +6.0% | -3.1% | +9.1% | +7.4% |
| 30D | -16.3% | -2.3% | -14.0% | -15.5% |
| 3M | -54.1% | -2.8% | -51.3% | -54.3% |
| 6M | -25.3% | -12.4% | -12.9% | -20.6% |
| YTD | -44.2% | -3.3% | -40.9% | -43.9% |
| 1Y | +53.1% | -5.8% | +58.9% | +55.8% |
| 3Y | -58.3% | +12.5% | -70.8% | -63.8% |
| All | -58.3% | +12.1% | -70.4% | -63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling