+221.4%
SU vs FLNC
-70.4%
+291.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.3% |
| 7D | +2.2% | -4.1% | +6.3% | +2.4% |
| 30D | +8.4% | -24.8% | +33.2% | +9.9% |
| 3M | +12.1% | -59.1% | +71.2% | +16.9% |
| 6M | +19.7% | -42.0% | +61.6% | +20.6% |
| YTD | +58.4% | -49.8% | +108.2% | +59.5% |
| 1Y | +67.2% | +43.1% | +24.1% | +53.3% |
| 3Y | +125.0% | -61.0% | +186.0% | +113.5% |
| All | +221.4% | -70.4% | +291.8% | +207.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling