-68.4%
FLNC vs URA
-32.2%
-36.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | -1.1% | +11.2% | +11.2% |
| 7D | -2.1% | -10.5% | +8.4% | +9.5% |
| 30D | -20.8% | -18.6% | -2.1% | -2.1% |
| 3M | -61.3% | -23.0% | -38.3% | -50.4% |
| 6M | -50.9% | -40.3% | -10.6% | -19.5% |
| YTD | -69.4% | -23.5% | -45.9% | -66.6% |
| 1Y | -68.4% | -31.1% | -37.3% | -58.9% |
| All | -68.4% | -32.2% | -36.2% | -58.9% |
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