+87.7%
BEN vs FLR
+35.7%
+52.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.7% |
| 7D | +6.8% | +5.4% | +1.4% | +5.7% |
| 30D | +18.0% | +2.8% | +15.1% | +17.3% |
| 3M | +7.5% | -6.4% | +13.9% | +8.5% |
| 6M | +14.7% | +8.8% | +5.9% | +11.5% |
| YTD | +56.1% | +23.6% | +32.5% | +46.2% |
| 1Y | +69.6% | +13.8% | +55.8% | +61.4% |
| 3Y | +87.7% | +36.5% | +51.2% | +47.4% |
| All | +87.7% | +35.7% | +52.0% | +47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling