+47.4%
TER vs FLR
+8.4%
+39.1%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.1% | -4.3% | -4.5% |
| 7D | +14.4% | +5.4% | +9.0% | +10.2% |
| 30D | -30.6% | +2.8% | -33.4% | -31.4% |
| 3M | -39.2% | -6.4% | -32.8% | -36.2% |
| 6M | -31.3% | +8.8% | -40.0% | -34.5% |
| YTD | +29.1% | +23.6% | +5.5% | +4.9% |
| 1Y | +47.4% | +13.8% | +33.6% | +28.7% |
| All | +47.4% | +8.4% | +39.1% | +28.7% |
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