-64.3%
FLUT vs AMIX
-90.1%
+25.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +11.8% | -11.5% | +0.4% |
| 7D | -6.5% | +1.2% | -7.7% | -6.5% |
| 30D | +2.8% | -45.3% | +48.1% | +2.8% |
| 3M | -13.5% | -83.1% | +69.6% | -13.3% |
| 6M | -19.0% | -76.9% | +57.9% | -17.9% |
| YTD | -61.9% | -85.3% | +23.4% | -61.3% |
| All | -64.3% | -90.1% | +25.8% | -63.8% |
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