+86.2%
SU vs FLNC
-69.0%
+155.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +10.2% | -14.7% | -4.5% |
| 7D | -7.1% | -2.1% | -5.0% | -7.1% |
| 30D | +4.8% | -20.8% | +25.5% | +4.9% |
| 3M | +12.5% | -61.3% | +73.8% | +13.4% |
| 6M | +6.5% | -50.9% | +57.3% | +6.9% |
| YTD | +65.8% | -69.4% | +135.2% | +68.0% |
| 1Y | +86.2% | -68.4% | +154.6% | +87.0% |
| All | +86.2% | -69.0% | +155.1% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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