+32.9%
URI vs FLNC
-69.0%
+101.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +10.2% | -14.6% | -4.7% |
| 7D | -4.3% | -2.1% | -2.2% | -4.3% |
| 30D | +4.6% | -20.8% | +25.4% | +5.4% |
| 3M | -2.1% | -61.3% | +59.2% | +0.9% |
| 6M | +21.9% | -50.9% | +72.8% | +22.9% |
| YTD | +39.7% | -69.4% | +109.1% | +39.2% |
| 1Y | +32.9% | -68.4% | +101.3% | +32.3% |
| All | +32.9% | -69.0% | +101.8% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling