+26.9%
FLMI price history and return analytics
+175.8%
-148.9%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | 0.0% |
| 7D | -0.2% | +1.0% | -1.2% | -0.3% |
| 30D | -1.7% | -0.2% | -1.5% | -1.7% |
| 3M | -2.2% | +4.5% | -6.8% | -2.5% |
| 6M | -1.6% | +14.1% | -15.7% | -2.3% |
| YTD | 0.0% | +14.8% | -14.7% | -0.7% |
| 1Y | +2.6% | +21.2% | -18.6% | +1.5% |
| 3Y | +16.3% | +76.6% | -60.3% | +12.4% |
| 5Y | +7.5% | +66.6% | -59.1% | +4.1% |
| All | +26.9% | +175.8% | -148.9% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling