-70.4%
FLNC vs SUI
-28.2%
-42.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | -4.9% | -2.8% | -2.0% | -2.9% |
| 30D | -27.3% | -1.2% | -26.1% | -26.6% |
| 3M | -61.9% | -1.7% | -60.1% | -62.3% |
| 6M | -34.5% | -10.5% | -24.0% | -30.3% |
| YTD | -47.7% | -1.8% | -45.8% | -48.0% |
| 1Y | +53.3% | -4.1% | +57.4% | +54.5% |
| 3Y | -62.4% | +11.3% | -73.7% | -68.2% |
| All | -70.4% | -28.2% | -42.3% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling