+1,675.5%
FLUT vs BEN
+660.4%
+1,015.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | +0.5% |
| 7D | -1.5% | +12.1% | -13.6% | -2.9% |
| 30D | +3.4% | +13.4% | -10.0% | +1.7% |
| 3M | -12.5% | +9.4% | -21.8% | -13.6% |
| 6M | -18.5% | +19.3% | -37.7% | -20.4% |
| YTD | -61.6% | +57.3% | -118.9% | -63.8% |
| 1Y | -64.1% | +69.1% | -133.2% | -66.4% |
| 3Y | -44.5% | +85.6% | -130.1% | -48.9% |
| 5Y | -51.3% | +32.9% | -84.2% | -54.1% |
| 10Y | -25.6% | +58.3% | -83.9% | -31.5% |
| All | +1,675.5% | +660.4% | +1,015.2% | +1,473.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling