+3.0%
FLR vs IBN
+385.6%
-382.6%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | +5.4% | +1.9% | +3.5% | +4.8% |
| 30D | +2.8% | +22.1% | -19.3% | -4.2% |
| 3M | -6.4% | +17.1% | -23.5% | -11.6% |
| 6M | +8.8% | +35.5% | -26.8% | -2.5% |
| YTD | +23.6% | +16.8% | +6.8% | +16.5% |
| 1Y | +13.8% | +12.4% | +1.4% | +8.7% |
| 3Y | +36.5% | +58.0% | -21.6% | +14.5% |
| 5Y | +119.3% | +73.7% | +45.6% | +76.3% |
| All | +3.0% | +385.6% | -382.6% | -36.3% |
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