-71.6%
FLNC vs UUUU
+55.3%
-126.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.0% | +7.5% | +4.7% |
| 7D | -4.1% | -10.5% | +6.4% | +0.7% |
| 30D | -24.8% | -10.5% | -14.3% | -21.2% |
| 3M | -59.1% | -14.1% | -45.0% | -56.2% |
| 6M | -42.0% | -35.5% | -6.5% | -31.0% |
| YTD | -49.8% | -10.9% | -38.9% | -49.8% |
| 1Y | +43.1% | +3.4% | +39.7% | +32.0% |
| 3Y | -61.0% | +73.1% | -134.1% | -76.0% |
| All | -71.6% | +55.3% | -126.9% | -84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling