-26.8%
FLUT vs BEN
+58.7%
-85.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.5% | -1.1% |
| 7D | -0.7% | +6.8% | -7.5% | -2.3% |
| 30D | +9.3% | +18.0% | -8.7% | +4.8% |
| 3M | -17.5% | +7.5% | -24.9% | -19.1% |
| 6M | -14.6% | +14.7% | -29.3% | -17.7% |
| YTD | -62.3% | +56.1% | -118.4% | -66.3% |
| 1Y | -59.6% | +69.6% | -129.2% | -64.6% |
| 3Y | -45.3% | +87.7% | -133.0% | -53.7% |
| 5Y | -50.4% | +28.6% | -79.1% | -56.4% |
| All | -26.8% | +58.7% | -85.6% | -36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling