+32.9%
URI vs FLR
+2.5%
+30.3%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.2% |
| 7D | -4.3% | +1.4% | -5.7% | -4.6% |
| 30D | +4.6% | -5.9% | +10.5% | +6.1% |
| 3M | -2.1% | -7.6% | +5.5% | -0.9% |
| 6M | +21.9% | -9.3% | +31.2% | +23.4% |
| YTD | +39.7% | +20.1% | +19.6% | +25.6% |
| 1Y | +32.9% | +3.0% | +29.9% | +25.0% |
| All | +32.9% | +2.5% | +30.3% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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