-64.1%
FLUT vs AMIX
-89.3%
+25.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.8% | -8.2% | +0.6% |
| 7D | -1.5% | +11.4% | -12.9% | -1.5% |
| 30D | +3.4% | -40.5% | +43.9% | +3.5% |
| 3M | -12.5% | -80.1% | +67.6% | -12.3% |
| 6M | -18.5% | -74.8% | +56.4% | -17.3% |
| YTD | -61.6% | -84.0% | +22.4% | -61.0% |
| 1Y | -64.1% | -89.7% | +25.6% | -63.6% |
| All | -64.1% | -89.3% | +25.2% | -63.6% |
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