+100.8%
FLR vs SUI
-26.3%
+127.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.8% | +3.6% |
| 7D | -0.8% | +6.2% | -7.0% | -2.0% |
| 30D | -9.1% | +8.6% | -17.7% | -10.8% |
| 3M | -4.7% | +1.0% | -5.7% | -5.1% |
| 6M | -14.2% | -2.6% | -11.6% | -14.3% |
| YTD | +17.3% | -0.1% | +17.4% | +16.0% |
| 1Y | +4.3% | +0.5% | +3.8% | +2.9% |
| 3Y | +30.7% | +15.3% | +15.5% | +20.2% |
| All | +100.8% | -26.3% | +127.1% | +113.3% |
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 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