+50.3%
TER vs FLR
+12.7%
+37.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.4% | +7.9% | +8.0% |
| 7D | +5.9% | +6.3% | -0.4% | +1.8% |
| 30D | -30.8% | +1.8% | -32.6% | -31.2% |
| 3M | -29.9% | -4.4% | -25.5% | -27.8% |
| 6M | -27.5% | +15.9% | -43.3% | -34.0% |
| YTD | +37.5% | +27.7% | +9.7% | +8.3% |
| 1Y | +50.3% | +11.6% | +38.6% | +34.2% |
| All | +50.3% | +12.7% | +37.5% | +34.2% |
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