-7.2%
SUI vs FIGR
+6.3%
-13.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.4% | -7.9% | -1.4% |
| 7D | -3.1% | +13.5% | -16.7% | -2.9% |
| 30D | -2.3% | +33.7% | -36.0% | -1.8% |
| 3M | -2.8% | +37.3% | -40.2% | -2.2% |
| 6M | -12.4% | +25.5% | -37.9% | -11.8% |
| YTD | -3.3% | -6.3% | +3.0% | -2.2% |
| All | -7.2% | +6.3% | -13.5% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FIGR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling