+31.4%
FLR vs BUD
+201.1%
-169.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | +5.4% | +0.3% | +5.2% | +5.2% |
| 30D | +11.4% | -5.7% | +17.1% | +15.2% |
| 3M | +11.4% | +3.1% | +8.3% | +8.3% |
| 6M | +16.6% | +7.9% | +8.8% | +9.6% |
| YTD | +41.7% | +27.3% | +14.4% | +19.1% |
| 1Y | +35.4% | +37.8% | -2.4% | +7.5% |
| 3Y | +57.3% | +49.8% | +7.5% | +13.1% |
| 5Y | +241.0% | +43.8% | +197.1% | +141.0% |
| 10Y | +16.6% | -22.6% | +39.3% | +11.3% |
| All | +31.4% | +201.1% | -169.7% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling