+663.2%
FLEX vs URI
+200.7%
+462.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +0.7% |
| 7D | -0.9% | -2.0% | +1.1% | +0.1% |
| 30D | -10.1% | -12.9% | +2.8% | -3.6% |
| 3M | -31.3% | -6.7% | -24.6% | -28.7% |
| 6M | +71.3% | +19.0% | +52.3% | +56.4% |
| YTD | +81.2% | +25.5% | +55.7% | +58.1% |
| 1Y | +98.5% | +5.5% | +93.0% | +88.8% |
| 3Y | +428.2% | +111.3% | +316.9% | +236.8% |
| All | +663.2% | +200.7% | +462.6% | +263.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling