-65.0%
FLUT vs AMIX
-92.5%
+27.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.4% | +4.3% | -4.1% |
| 7D | -1.2% | -10.9% | +9.7% | -1.2% |
| 30D | +5.0% | -55.0% | +60.0% | +5.1% |
| 3M | -16.4% | -82.0% | +65.6% | -16.3% |
| 6M | -14.6% | -80.4% | +65.9% | -13.5% |
| YTD | -61.9% | -88.3% | +26.4% | -61.3% |
| 1Y | -65.0% | -92.4% | +27.3% | -64.5% |
| All | -65.0% | -92.5% | +27.5% | -64.5% |
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