+194.1%
FTI vs SUI
+15.1%
+179.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.3% |
| 7D | -7.6% | +6.2% | -13.8% | -8.2% |
| 30D | -7.1% | +8.6% | -15.7% | -8.1% |
| 3M | -8.7% | +1.0% | -9.7% | -8.8% |
| 6M | -14.0% | -2.6% | -11.4% | -13.7% |
| YTD | +42.8% | -0.1% | +43.0% | +42.6% |
| 1Y | +50.4% | +0.5% | +49.9% | +49.9% |
| 3Y | +194.1% | +15.3% | +178.9% | +181.3% |
| All | +194.1% | +15.1% | +179.0% | +181.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling