-66.0%
FLUT vs BEN
+45.3%
-111.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.2% | -0.7% |
| 7D | -2.6% | +3.4% | -6.0% | -4.0% |
| 30D | +5.4% | +1.8% | +3.6% | +4.5% |
| 3M | -10.8% | +8.4% | -19.1% | -14.0% |
| 6M | -9.2% | +35.6% | -44.8% | -24.6% |
| YTD | -53.8% | +46.4% | -100.2% | -62.7% |
| 1Y | -66.0% | +46.3% | -112.3% | -72.9% |
| All | -66.0% | +45.3% | -111.3% | -72.9% |
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