+110.1%
FTV vs SUI
+120.9%
-10.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.6% |
| 7D | -0.7% | -2.4% | +1.8% | +0.3% |
| 30D | +18.3% | +3.3% | +15.0% | +16.5% |
| 3M | +10.2% | +0.7% | +9.5% | +9.5% |
| 6M | +12.8% | -4.1% | +17.0% | +13.9% |
| YTD | +23.4% | -1.8% | +25.2% | +23.2% |
| 1Y | +31.4% | -4.1% | +35.5% | +32.4% |
| 3Y | +38.7% | +17.4% | +21.3% | +25.0% |
| 5Y | +18.6% | -27.0% | +45.6% | +29.9% |
| 10Y | +110.1% | +121.2% | -11.0% | +63.6% |
| All | +110.1% | +120.9% | -10.7% | +63.6% |
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