+15.4%
FLR vs IBN
+316.4%
-301.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.1% |
| 7D | -6.9% | -5.5% | -1.4% | -5.1% |
| 30D | +1.1% | -3.4% | +4.5% | +2.2% |
| 3M | +14.3% | +8.7% | +5.7% | +10.9% |
| 6M | +19.1% | +3.7% | +15.4% | +17.4% |
| YTD | +35.1% | -2.4% | +37.5% | +35.8% |
| 1Y | +29.5% | -8.1% | +37.6% | +32.3% |
| 3Y | +53.0% | +26.3% | +26.7% | +39.2% |
| 5Y | +238.9% | +54.9% | +184.0% | +183.8% |
| All | +15.4% | +316.4% | -301.0% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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