-61.0%
FLNC vs UUUU
+74.5%
-135.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.0% | +7.5% | +4.3% |
| 7D | -4.1% | -10.5% | +6.4% | -0.2% |
| 30D | -24.8% | -10.5% | -14.3% | -21.8% |
| 3M | -59.1% | -14.1% | -45.0% | -56.7% |
| 6M | -42.0% | -35.5% | -6.5% | -33.6% |
| YTD | -49.8% | -10.9% | -38.9% | -49.0% |
| 1Y | +43.1% | +3.4% | +39.7% | +41.5% |
| 3Y | -61.0% | +73.1% | -134.1% | -71.6% |
| All | -61.0% | +74.5% | -135.5% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling