-9.3%
FLUT vs AU
+699.0%
-708.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.9% |
| 7D | +0.4% | -4.3% | +4.7% | +0.8% |
| 30D | +2.5% | +7.3% | -4.8% | +2.0% |
| 3M | -9.2% | +26.3% | -35.6% | -10.9% |
| 6M | -8.2% | +1.8% | -10.0% | -8.9% |
| YTD | -53.2% | +26.8% | -80.0% | -54.8% |
| 1Y | -65.6% | +66.7% | -132.3% | -67.6% |
| 3Y | -43.6% | +579.1% | -622.6% | -54.5% |
| 5Y | -50.3% | +689.3% | -739.6% | -60.9% |
| All | -9.3% | +699.0% | -708.3% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling