+54.5%
USAR vs FLNC
-64.3%
+118.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.5% | -3.3% |
| 7D | -11.6% | -4.1% | -7.6% | -11.2% |
| 30D | -15.5% | -24.8% | +9.3% | -12.5% |
| 3M | -31.0% | -59.1% | +28.1% | -23.9% |
| 6M | -26.2% | -42.0% | +15.7% | -21.5% |
| YTD | +30.8% | -49.8% | +80.6% | +41.0% |
| 1Y | +7.1% | +43.1% | -36.0% | +23.4% |
| 3Y | +53.0% | -61.0% | +114.0% | +86.5% |
| All | +54.5% | -64.3% | +118.9% | +88.4% |
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