+8.4%
FLR vs SUI
+117.1%
-108.7%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.9% | +9.4% | +8.8% |
| 7D | +5.1% | +3.4% | +1.7% | +3.6% |
| 30D | -0.5% | +4.6% | -5.1% | -2.8% |
| 3M | -3.5% | +1.6% | -5.1% | -4.8% |
| 6M | +16.5% | -3.5% | +19.9% | +16.3% |
| YTD | +27.3% | -1.0% | +28.3% | +25.2% |
| 1Y | +10.6% | -1.7% | +12.4% | +9.1% |
| 3Y | +39.4% | +18.4% | +21.0% | +21.6% |
| 5Y | +126.4% | -26.3% | +152.7% | +144.8% |
| 10Y | +8.4% | +123.3% | -115.0% | -11.8% |
| All | +8.4% | +117.1% | -108.7% | -11.8% |
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 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