+2,070.7%
SU vs FLR
+587.1%
+1,483.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.2% | +4.8% | +2.8% |
| 7D | +1.6% | -3.1% | +4.7% | +2.7% |
| 30D | +10.7% | +4.9% | +5.8% | +8.6% |
| 3M | +13.5% | +10.8% | +2.7% | +6.9% |
| 6M | +21.8% | +19.7% | +2.2% | +9.5% |
| YTD | +58.8% | +38.4% | +20.5% | +34.1% |
| 1Y | +72.0% | +34.7% | +37.3% | +44.7% |
| 3Y | +121.7% | +56.7% | +65.1% | +61.3% |
| 5Y | +350.4% | +241.6% | +108.8% | +131.5% |
| 10Y | +264.7% | +20.2% | +244.5% | +116.8% |
| All | +2,070.7% | +587.1% | +1,483.6% | +901.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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