+447.4%
FLR vs SUI
+1,615.7%
-1,168.2%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | +5.4% | -2.8% | +8.3% | +6.9% |
| 30D | +11.4% | -1.2% | +12.6% | +11.9% |
| 3M | +11.4% | -1.7% | +13.1% | +11.2% |
| 6M | +16.6% | -10.5% | +27.1% | +21.6% |
| YTD | +41.7% | -1.8% | +43.5% | +40.5% |
| 1Y | +35.4% | -4.1% | +39.5% | +35.4% |
| 3Y | +57.3% | +11.3% | +46.1% | +40.4% |
| 5Y | +241.0% | -32.1% | +273.1% | +282.9% |
| 10Y | +16.6% | +110.4% | -93.8% | -31.8% |
| All | +447.4% | +1,615.7% | -1,168.2% | -7.4% |
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