+11.4%
WBD vs FLR
+19.7%
-8.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.8% |
| 7D | -0.7% | -3.5% | +2.7% | 0.0% |
| 30D | +1.4% | +4.2% | -2.8% | +0.3% |
| 3M | +4.4% | +8.1% | -3.7% | +1.6% |
| 6M | +0.8% | +21.5% | -20.7% | -5.4% |
| YTD | -2.7% | +36.8% | -39.5% | -11.6% |
| 1Y | +73.4% | +31.2% | +42.2% | +58.2% |
| 3Y | +142.1% | +53.9% | +88.3% | +108.0% |
| 5Y | +7.2% | +243.0% | -235.8% | -22.6% |
| All | +11.4% | +19.7% | -8.4% | -12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling