+38.1%
Q vs FLR
+8.4%
+29.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -2.9% |
| 7D | +1.2% | +5.4% | -4.2% | -1.8% |
| 30D | -2.7% | +2.8% | -5.5% | -3.9% |
| 3M | -16.9% | -6.4% | -10.5% | -14.6% |
| 6M | -26.9% | +8.8% | -35.6% | -31.3% |
| YTD | +45.2% | +23.6% | +21.6% | +19.5% |
| 1Y | +38.1% | +13.8% | +24.3% | +20.5% |
| All | +38.1% | +8.4% | +29.8% | +20.5% |
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