+640.4%
FLEX vs URI
+1,313.6%
-673.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.9% | +5.1% | +8.2% |
| 7D | -7.2% | -4.0% | -3.1% | -4.3% |
| 30D | -34.8% | +6.8% | -41.6% | -36.5% |
| 3M | -35.6% | -2.8% | -32.8% | -34.1% |
| 6M | -45.0% | +20.9% | -65.9% | -49.9% |
| YTD | +29.4% | +40.2% | -10.9% | +5.5% |
| 1Y | +24.8% | +34.1% | -9.3% | +4.4% |
| 3Y | +304.4% | +164.1% | +140.3% | +123.8% |
| 5Y | +484.1% | +199.3% | +284.7% | +187.3% |
| 10Y | +640.4% | +1,218.8% | -578.4% | +71.6% |
| All | +640.4% | +1,313.6% | -673.2% | +71.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling