+53.3%
FLNC vs URA
+17.2%
+36.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.6% |
| 7D | -4.9% | +1.1% | -5.9% | -6.2% |
| 30D | -27.3% | +7.4% | -34.7% | -33.2% |
| 3M | -61.9% | -8.4% | -53.5% | -57.7% |
| 6M | -34.5% | -12.7% | -21.8% | -26.2% |
| YTD | -47.7% | +7.8% | -55.5% | -57.4% |
| 1Y | +53.3% | +19.5% | +33.9% | +36.5% |
| All | +53.3% | +17.2% | +36.1% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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