+1,157.2%
URI vs FLR
+18.9%
+1,138.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.2% |
| 7D | +2.5% | +0.7% | +1.9% | +2.3% |
| 30D | -12.5% | -0.7% | -11.9% | -12.6% |
| 3M | -6.2% | +14.3% | -20.5% | -11.8% |
| 6M | +25.9% | +25.6% | +0.3% | +12.9% |
| YTD | +26.2% | +42.9% | -16.7% | +7.5% |
| 1Y | +5.5% | +38.7% | -33.3% | -10.0% |
| 3Y | +125.0% | +61.8% | +63.2% | +71.7% |
| 5Y | +210.4% | +254.1% | -43.7% | +71.6% |
| 10Y | +1,157.2% | +20.0% | +1,137.1% | +756.4% |
| All | +1,157.2% | +18.9% | +1,138.3% | +756.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling