+27.2%
P vs FLR
+36.1%
-8.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.3% |
| 7D | +7.8% | +0.7% | +7.2% | +7.6% |
| 30D | +12.3% | -0.7% | +13.0% | +12.0% |
| 3M | +37.1% | +14.3% | +22.8% | +28.0% |
| 6M | +66.1% | +25.6% | +40.5% | +44.5% |
| YTD | +50.9% | +42.9% | +8.1% | +25.8% |
| 1Y | +27.2% | +38.7% | -11.5% | +4.8% |
| All | +27.2% | +36.1% | -8.9% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 1y: compounded portfolio wealth divided by compounded FLR 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…
1y analysis · Full analysis span regression · 6 months rolling