+254.1%
FLR vs BUD
+45.2%
+208.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | +0.7% | +0.8% | -0.1% | +0.4% |
| 30D | -0.7% | -4.8% | +4.1% | +0.7% |
| 3M | +14.3% | +1.4% | +13.0% | +13.4% |
| 6M | +25.6% | +9.9% | +15.7% | +21.1% |
| YTD | +42.9% | +26.3% | +16.5% | +31.2% |
| 1Y | +38.7% | +36.1% | +2.6% | +23.9% |
| 3Y | +61.8% | +48.6% | +13.2% | +36.9% |
| 5Y | +254.1% | +45.0% | +209.1% | +186.0% |
| All | +254.1% | +45.2% | +208.9% | +186.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling