+651.7%
FLEX vs URI
+1,246.1%
-594.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.4% | +1.5% |
| 7D | +2.2% | +2.6% | -0.3% | +1.4% |
| 30D | -32.6% | +9.1% | -41.7% | -35.2% |
| 3M | -35.5% | +1.0% | -36.5% | -35.4% |
| 6M | -45.6% | +23.3% | -68.9% | -51.0% |
| YTD | +30.7% | +43.3% | -12.6% | +5.4% |
| 1Y | +28.4% | +35.9% | -7.6% | +6.6% |
| 3Y | +301.7% | +158.6% | +143.0% | +125.0% |
| 5Y | +473.3% | +213.1% | +260.2% | +175.1% |
| 10Y | +651.7% | +1,213.1% | -561.3% | +70.6% |
| All | +651.7% | +1,246.1% | -594.4% | +70.6% |
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