-63.2%
FLUT vs AMIX
-92.3%
+29.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.3% |
| 7D | +4.2% | -25.1% | +29.3% | +4.2% |
| 30D | +8.0% | -54.5% | +62.5% | +8.1% |
| 3M | -22.1% | -91.7% | +69.7% | -21.9% |
| 6M | -21.7% | -79.4% | +57.8% | -20.4% |
| YTD | -62.0% | -86.1% | +24.1% | -61.3% |
| 1Y | -63.2% | -91.6% | +28.4% | -62.5% |
| All | -63.2% | -92.3% | +29.2% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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