+45.8%
BEN vs FLR
+30.6%
+15.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.0% |
| 7D | +0.3% | -6.9% | +7.2% | +1.3% |
| 30D | +0.9% | +1.1% | -0.2% | +0.6% |
| 3M | +9.2% | +14.3% | -5.1% | +6.3% |
| 6M | +36.8% | +19.1% | +17.7% | +31.0% |
| YTD | +44.4% | +35.1% | +9.3% | +36.4% |
| 1Y | +45.8% | +29.5% | +16.4% | +39.3% |
| All | +45.8% | +30.6% | +15.2% | +39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling