+4,854.5%
BLK vs FLUT
+2,067.0%
+2,787.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -1.9% |
| 7D | -2.4% | +3.8% | -6.2% | -2.7% |
| 30D | -3.1% | +6.3% | -9.4% | -3.7% |
| 3M | +10.7% | -4.0% | +14.7% | +10.7% |
| 6M | +15.9% | -10.3% | +26.2% | +16.4% |
| YTD | +4.0% | -53.2% | +57.2% | +9.8% |
| 1Y | +1.3% | -65.0% | +66.3% | +9.1% |
| 3Y | +69.6% | -43.9% | +113.5% | +75.4% |
| 5Y | +33.8% | -49.2% | +83.0% | +36.8% |
| 10Y | +276.2% | -9.2% | +285.3% | +270.5% |
| All | +4,854.5% | +2,067.0% | +2,787.5% | +4,527.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded FLUT 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling