+34.4%
URI vs FLNC
-75.3%
+109.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.2% |
| 7D | +6.7% | -11.2% | +17.9% | +7.3% |
| 30D | +8.9% | -24.6% | +33.5% | +10.1% |
| 3M | +0.5% | -64.6% | +65.1% | +4.3% |
| 6M | +20.7% | -78.8% | +99.5% | +26.3% |
| YTD | +40.0% | -76.3% | +116.4% | +40.1% |
| 1Y | +34.4% | -71.2% | +105.6% | +32.0% |
| All | +34.4% | -75.3% | +109.7% | +32.0% |
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