+35.4%
FLR vs BTG
+38.4%
-3.0%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.0% |
| 7D | +5.4% | -0.9% | +6.3% | +5.5% |
| 30D | +11.4% | +36.8% | -25.4% | +3.2% |
| 3M | +11.4% | +23.1% | -11.7% | +4.4% |
| 6M | +16.6% | +3.5% | +13.2% | +11.5% |
| YTD | +41.7% | +25.5% | +16.2% | +27.6% |
| 1Y | +35.4% | +40.1% | -4.7% | +17.1% |
| All | +35.4% | +38.4% | -3.0% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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