+24.2%
FLEX vs URI
+34.6%
-10.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.5% |
| 7D | +17.1% | +9.3% | +7.7% | +11.8% |
| 30D | -29.5% | +7.6% | -37.1% | -31.3% |
| 3M | -37.3% | +1.0% | -38.3% | -37.2% |
| 6M | -44.1% | +19.8% | -63.9% | -46.9% |
| YTD | +29.3% | +41.9% | -12.6% | +11.0% |
| 1Y | +24.2% | +33.4% | -9.2% | +11.9% |
| All | +24.2% | +34.6% | -10.4% | +11.9% |
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