+6,233.7%
URI vs FLR
+603.8%
+5,629.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.6% |
| 7D | -2.0% | +5.4% | -7.4% | -4.3% |
| 30D | -12.9% | +11.4% | -24.3% | -18.0% |
| 3M | -6.7% | +11.4% | -18.1% | -12.6% |
| 6M | +19.0% | +16.6% | +2.4% | +7.6% |
| YTD | +25.5% | +41.7% | -16.2% | +3.5% |
| 1Y | +5.5% | +35.4% | -29.9% | -12.2% |
| 3Y | +111.3% | +57.3% | +54.0% | +53.2% |
| 5Y | +198.6% | +241.0% | -42.4% | +44.8% |
| 10Y | +1,179.9% | +16.6% | +1,163.3% | +675.5% |
| All | +6,233.7% | +603.8% | +5,629.9% | +2,405.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling