-72.3%
FLNC vs UUUU
+63.4%
-135.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -6.3% | +2.1% | -1.4% |
| 7D | -5.0% | -5.0% | 0.0% | -2.8% |
| 30D | -26.1% | -7.8% | -18.3% | -23.5% |
| 3M | -55.2% | -0.4% | -54.7% | -54.8% |
| 6M | -42.6% | -32.9% | -9.7% | -32.9% |
| YTD | -51.0% | -6.3% | -44.8% | -52.1% |
| 1Y | +43.3% | +7.9% | +35.4% | +29.9% |
| 3Y | -63.4% | +85.2% | -148.6% | -78.2% |
| All | -72.3% | +63.4% | -135.7% | -85.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling