+18.4%
FLR vs BUD
+215.1%
-196.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.6% | +1.7% |
| 7D | +6.3% | +0.5% | +5.8% | +5.9% |
| 30D | +1.8% | +7.4% | -5.6% | -3.4% |
| 3M | -4.4% | +4.3% | -8.7% | -8.1% |
| 6M | +15.9% | +5.3% | +10.6% | +9.9% |
| YTD | +27.7% | +33.2% | -5.5% | +3.2% |
| 1Y | +11.6% | +31.8% | -20.1% | -9.4% |
| 3Y | +39.9% | +47.8% | -7.9% | +0.9% |
| 5Y | +127.5% | +50.2% | +77.3% | +54.6% |
| 10Y | +11.6% | -4.8% | +16.4% | -7.2% |
| All | +18.4% | +215.1% | -196.7% | -58.4% |
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