+116.5%
UAL vs FLNC
-87.7%
+204.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.6% | -1.6% |
| 7D | -3.0% | -11.2% | +8.2% | -1.5% |
| 30D | +10.5% | -24.6% | +35.1% | +14.4% |
| 3M | -13.5% | -64.6% | +51.1% | -1.3% |
| 6M | +14.2% | -78.8% | +93.0% | +35.8% |
| YTD | -2.2% | -76.3% | +74.1% | +9.9% |
| 1Y | +12.5% | -71.2% | +83.7% | +21.6% |
| 3Y | +186.8% | -71.9% | +258.7% | +163.2% |
| All | +116.5% | -87.7% | +204.3% | +104.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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