+54.3%
FLR vs SUI
+12.1%
+42.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | +5.4% | -2.8% | +8.3% | +5.7% |
| 30D | +11.4% | -1.2% | +12.6% | +11.4% |
| 3M | +11.4% | -1.7% | +13.1% | +11.2% |
| 6M | +16.6% | -10.5% | +27.1% | +18.1% |
| YTD | +41.7% | -1.8% | +43.5% | +40.9% |
| 1Y | +35.4% | -4.1% | +39.5% | +35.2% |
| All | +54.3% | +12.1% | +42.3% | +40.3% |
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 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