-63.2%
FLUT vs BEN
+56.2%
-119.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.7% | -7.0% | -4.0% |
| 7D | +4.2% | +6.7% | -2.6% | +1.4% |
| 30D | +8.0% | +3.0% | +5.0% | +6.6% |
| 3M | -22.1% | -4.3% | -17.7% | -20.6% |
| 6M | -21.7% | +16.4% | -38.1% | -28.0% |
| YTD | -62.0% | +46.8% | -108.7% | -69.8% |
| 1Y | -63.2% | +57.3% | -120.5% | -72.3% |
| All | -63.2% | +56.2% | -119.4% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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