-86.4%
FLNC vs SUI
-27.1%
-59.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +4.0% |
| 7D | -16.2% | -2.4% | -13.7% | -14.9% |
| 30D | -28.1% | +3.3% | -31.5% | -30.6% |
| 3M | -61.3% | +0.7% | -61.9% | -62.0% |
| 6M | -79.9% | -4.1% | -75.7% | -80.0% |
| YTD | -74.3% | -1.8% | -72.5% | -74.8% |
| 1Y | -75.5% | -4.1% | -71.4% | -75.5% |
| 3Y | -70.4% | +17.4% | -87.8% | -76.5% |
| 5Y | -86.4% | -27.0% | -59.3% | -82.0% |
| All | -86.4% | -27.1% | -59.3% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling