+2,054.3%
FLUT vs SUI
+1,238.3%
+816.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -2.2% |
| 7D | -1.6% | -2.8% | +1.2% | -1.5% |
| 30D | +7.7% | -1.2% | +8.9% | +7.8% |
| 3M | -0.7% | -1.7% | +1.0% | -0.6% |
| 6M | -11.2% | -10.5% | -0.7% | -10.5% |
| YTD | -53.4% | -1.8% | -51.6% | -53.4% |
| 1Y | -65.8% | -4.1% | -61.7% | -65.7% |
| 3Y | -44.9% | +11.3% | -56.2% | -45.4% |
| 5Y | -49.7% | -32.1% | -17.6% | -49.4% |
| 10Y | -9.7% | +110.4% | -120.2% | -11.2% |
| All | +2,054.3% | +1,238.3% | +816.0% | +1,946.3% |
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 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