+20.2%
FLR vs BUD
-24.2%
+44.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -1.9% |
| 7D | -3.1% | -1.3% | -1.8% | -2.3% |
| 30D | +4.9% | -6.1% | +11.1% | +8.8% |
| 3M | +10.8% | -3.8% | +14.6% | +12.5% |
| 6M | +19.7% | +8.2% | +11.5% | +12.3% |
| YTD | +38.4% | +23.6% | +14.8% | +18.7% |
| 1Y | +34.7% | +33.4% | +1.3% | +9.4% |
| 3Y | +56.7% | +45.3% | +11.3% | +14.8% |
| 5Y | +241.6% | +44.3% | +197.4% | +138.4% |
| 10Y | +20.2% | -22.8% | +43.0% | -17.5% |
| All | +20.2% | -24.2% | +44.4% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling