+241.6%
FLR vs IBN
+54.0%
+187.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.4% | -2.6% |
| 7D | -3.1% | -5.1% | +2.0% | -1.5% |
| 30D | +4.9% | -3.5% | +8.5% | +6.1% |
| 3M | +10.8% | +11.3% | -0.5% | +6.7% |
| 6M | +19.7% | +4.4% | +15.2% | +17.5% |
| YTD | +38.4% | -1.8% | +40.2% | +38.4% |
| 1Y | +34.7% | -8.0% | +42.7% | +37.0% |
| 3Y | +56.7% | +27.1% | +29.6% | +43.1% |
| 5Y | +241.6% | +54.5% | +187.1% | +195.1% |
| All | +241.6% | +54.0% | +187.6% | +195.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling