-39.3%
FND vs SUI
-2.0%
-37.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.1% | +1.9% |
| 7D | -5.2% | -2.8% | -2.4% | -3.4% |
| 30D | -19.9% | -1.2% | -18.7% | -19.2% |
| 3M | +2.7% | -1.7% | +4.5% | +3.4% |
| 6M | -21.7% | -10.5% | -11.2% | -15.6% |
| YTD | -17.5% | -1.8% | -15.7% | -16.1% |
| 1Y | -39.3% | -4.1% | -35.2% | -34.9% |
| All | -39.3% | -2.0% | -37.3% | -34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling