+57.0%
BEN vs FLR
+60.4%
-3.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | +4.7% | +0.7% | +4.0% | +4.5% |
| 30D | +2.6% | -0.7% | +3.3% | +2.5% |
| 3M | +11.5% | +14.3% | -2.8% | +7.6% |
| 6M | +35.3% | +25.6% | +9.7% | +26.9% |
| YTD | +48.6% | +42.9% | +5.8% | +35.1% |
| 1Y | +46.7% | +38.7% | +7.9% | +33.2% |
| 3Y | +57.0% | +61.8% | -4.8% | +19.6% |
| All | +57.0% | +60.4% | -3.4% | +19.6% |
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