+179.8%
URI vs FLNC
-70.4%
+250.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.3% |
| 7D | -2.1% | -4.1% | +2.0% | -1.7% |
| 30D | -12.4% | -24.8% | +12.4% | -9.6% |
| 3M | -7.3% | -59.1% | +51.8% | +2.0% |
| 6M | +27.2% | -42.0% | +69.2% | +29.0% |
| YTD | +23.0% | -49.8% | +72.8% | +24.2% |
| 1Y | +3.9% | +43.1% | -39.2% | -14.1% |
| 3Y | +121.6% | -61.0% | +182.6% | +98.9% |
| All | +179.8% | -70.4% | +250.2% | +134.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling