+98.5%
FLEX vs URI
+7.3%
+91.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.8% |
| 7D | -0.9% | -2.0% | +1.1% | -0.1% |
| 30D | -10.1% | -12.9% | +2.8% | -4.8% |
| 3M | -31.3% | -6.7% | -24.6% | -28.9% |
| 6M | +71.3% | +19.0% | +52.3% | +62.7% |
| YTD | +81.2% | +25.5% | +55.7% | +68.0% |
| 1Y | +98.5% | +5.5% | +93.0% | +91.6% |
| All | +98.5% | +7.3% | +91.2% | +91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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