-26.8%
FLUT vs SUI
+123.0%
-149.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -2.0% | -1.2% |
| 7D | -0.7% | -1.5% | +0.8% | -0.4% |
| 30D | +9.3% | +3.7% | +5.5% | +8.5% |
| 3M | -17.5% | -0.4% | -17.1% | -17.4% |
| 6M | -14.6% | -2.8% | -11.8% | -14.2% |
| YTD | -62.3% | -1.6% | -60.7% | -62.2% |
| 1Y | -59.6% | -2.1% | -57.6% | -59.6% |
| 3Y | -45.3% | +18.5% | -63.8% | -47.2% |
| 5Y | -50.4% | -26.5% | -23.9% | -50.0% |
| All | -26.8% | +123.0% | -149.8% | -29.5% |
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