+43.1%
FLNC vs URA
+7.9%
+35.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.7% | +6.0% |
| 7D | -4.1% | -5.5% | +1.4% | +2.1% |
| 30D | -24.8% | -3.7% | -21.1% | -22.0% |
| 3M | -59.1% | -2.9% | -56.2% | -57.6% |
| 6M | -42.0% | -15.2% | -26.7% | -32.6% |
| YTD | -49.8% | +1.9% | -51.7% | -56.7% |
| 1Y | +43.1% | +6.9% | +36.1% | +39.5% |
| All | +43.1% | +7.9% | +35.1% | +39.5% |
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