+179.8%
URI vs FLNC
-71.1%
+250.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.2% | +0.4% | -3.4% |
| 7D | -0.5% | -5.0% | +4.5% | 0.0% |
| 30D | -13.4% | -26.1% | +12.7% | -10.4% |
| 3M | -6.2% | -55.2% | +49.0% | +2.0% |
| 6M | +28.0% | -42.6% | +70.6% | +29.9% |
| YTD | +23.0% | -51.0% | +74.0% | +24.6% |
| 1Y | +5.5% | +43.3% | -37.8% | -12.9% |
| 3Y | +119.2% | -63.4% | +182.6% | +98.8% |
| All | +179.8% | -71.1% | +250.9% | +135.3% |
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 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