+451.9%
FLR vs IBN
+3,170.4%
-2,718.5%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.5% | +3.4% | +1.6% |
| 7D | +0.7% | -2.2% | +2.8% | +1.3% |
| 30D | -0.7% | -2.3% | +1.6% | -0.1% |
| 3M | +14.3% | +15.9% | -1.5% | +9.3% |
| 6M | +25.6% | +5.6% | +20.0% | +23.4% |
| YTD | +42.9% | -0.1% | +42.9% | +42.6% |
| 1Y | +38.7% | -6.5% | +45.3% | +40.8% |
| 3Y | +61.8% | +29.3% | +32.5% | +48.3% |
| 5Y | +254.1% | +56.6% | +197.5% | +203.3% |
| 10Y | +20.0% | +314.4% | -294.3% | -25.0% |
| All | +451.9% | +3,170.4% | -2,718.5% | +131.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling