+53.9%
FLR vs UUUU
+74.5%
-20.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.0% | +6.2% | +2.3% |
| 7D | -3.5% | -10.5% | +7.0% | -1.1% |
| 30D | +4.2% | -10.5% | +14.7% | +6.4% |
| 3M | +8.1% | -14.1% | +22.2% | +11.0% |
| 6M | +21.5% | -35.5% | +57.0% | +31.2% |
| YTD | +36.8% | -10.9% | +47.7% | +35.1% |
| 1Y | +31.2% | +3.4% | +27.9% | +22.1% |
| 3Y | +53.9% | +73.1% | -19.2% | +15.1% |
| All | +53.9% | +74.5% | -20.6% | +15.1% |
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 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