-46.0%
FLUT vs BEN
+77.1%
-123.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.3% | -6.0% | -1.8% |
| 7D | -6.5% | +12.2% | -18.7% | -10.5% |
| 30D | +2.8% | +12.1% | -9.3% | -1.7% |
| 3M | -13.5% | +7.3% | -20.8% | -15.9% |
| 6M | -19.0% | +17.9% | -36.8% | -24.4% |
| YTD | -61.9% | +55.4% | -117.3% | -68.2% |
| 1Y | -63.2% | +69.3% | -132.6% | -70.3% |
| 3Y | -46.0% | +82.8% | -128.9% | -60.8% |
| All | -46.0% | +77.1% | -123.2% | -60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling