-26.3%
FLUT vs SUI
+115.7%
-142.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | -0.1% | -1.3% |
| 7D | -1.1% | +6.2% | -7.3% | -2.1% |
| 30D | +7.7% | +8.6% | -0.9% | +6.1% |
| 3M | -12.2% | +1.0% | -13.2% | -12.3% |
| 6M | -17.6% | -2.6% | -15.0% | -17.2% |
| YTD | -62.0% | -0.1% | -61.9% | -62.0% |
| 1Y | -62.3% | +0.5% | -62.7% | -62.3% |
| 3Y | -52.0% | +15.3% | -67.2% | -53.5% |
| 5Y | -51.8% | -26.1% | -25.6% | -51.5% |
| All | -26.3% | +115.7% | -142.1% | -27.2% |
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