+132.8%
UAL vs FLNC
-69.8%
+202.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.3% | +7.3% | +0.1% |
| 7D | -1.1% | -4.2% | +3.0% | -0.7% |
| 30D | -13.4% | -20.0% | +6.6% | -10.9% |
| 3M | -2.3% | -56.9% | +54.6% | +8.2% |
| 6M | +13.3% | -35.5% | +48.9% | +13.8% |
| YTD | -4.2% | -48.8% | +44.6% | -2.3% |
| 1Y | +1.4% | +49.3% | -47.9% | -15.7% |
| 3Y | +125.8% | -61.8% | +187.6% | +104.8% |
| All | +132.8% | -69.8% | +202.6% | +94.2% |
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