+518.1%
BE vs FLR
+127.2%
+390.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.4% | +12.6% | +12.7% |
| 7D | +4.5% | +6.3% | -1.8% | +0.9% |
| 30D | -20.1% | +1.8% | -22.0% | -20.0% |
| 3M | -0.8% | -4.4% | +3.6% | +3.6% |
| 6M | -26.2% | +15.9% | -42.1% | -32.4% |
| YTD | +141.1% | +27.7% | +113.3% | +106.0% |
| 1Y | +64.8% | +11.6% | +53.2% | +56.5% |
| 3Y | +1,887.4% | +39.9% | +1,847.5% | +1,450.4% |
| 5Y | +518.1% | +127.5% | +390.6% | +283.7% |
| All | +518.1% | +127.2% | +390.9% | +283.7% |
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 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