+59.3%
FND vs SUI
+90.2%
-30.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.2% |
| 7D | -4.4% | -2.4% | -2.0% | -2.7% |
| 30D | +14.5% | +3.3% | +11.2% | +11.9% |
| 3M | -15.6% | +0.7% | -16.3% | -16.1% |
| 6M | +4.7% | -4.1% | +8.9% | +7.5% |
| YTD | -16.1% | -1.8% | -14.3% | -15.2% |
| 1Y | -16.0% | -4.1% | -12.0% | -13.7% |
| 3Y | -35.5% | +17.4% | -52.9% | -44.4% |
| 5Y | -60.5% | -27.0% | -33.5% | -51.7% |
| All | +59.3% | +90.2% | -30.8% | +46.0% |
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