-11.2%
FLUT vs BEN
+33.2%
-44.3%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -3.0% |
| 7D | -1.6% | +0.2% | -1.9% | -1.7% |
| 30D | +7.7% | -0.5% | +8.3% | +8.0% |
| 3M | -0.7% | +9.7% | -10.4% | -2.5% |
| 6M | -11.2% | +33.9% | -45.1% | -22.3% |
| All | -11.2% | +33.2% | -44.3% | -22.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling