+199.8%
TER vs FLR
+31.2%
+168.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.3% | +7.8% | +7.0% |
| 7D | +0.6% | +5.4% | -4.8% | -3.3% |
| 30D | -8.3% | +11.4% | -19.7% | -16.5% |
| 3M | -12.2% | +11.4% | -23.7% | -18.5% |
| 6M | +17.0% | +16.6% | +0.4% | +3.7% |
| YTD | +84.6% | +41.7% | +42.9% | +45.5% |
| 1Y | +199.8% | +35.4% | +164.4% | +136.3% |
| All | +199.8% | +31.2% | +168.6% | +136.3% |
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