+1,227.8%
BE vs FLR
+245.1%
+982.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.3% | -0.7% |
| 7D | +23.9% | -3.1% | +27.1% | +26.6% |
| 30D | +27.8% | +4.9% | +22.9% | +23.4% |
| 3M | +3.7% | +10.8% | -7.1% | -3.7% |
| 6M | +78.0% | +19.7% | +58.3% | +55.8% |
| YTD | +209.9% | +38.4% | +171.6% | +147.2% |
| 1Y | +389.6% | +34.7% | +354.9% | +309.4% |
| 3Y | +1,730.6% | +56.7% | +1,673.9% | +1,211.4% |
| 5Y | +1,227.8% | +241.6% | +986.2% | +500.2% |
| All | +1,227.8% | +245.1% | +982.8% | +500.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling