+1,664.3%
FLUT vs BEN
+651.6%
+1,012.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.3% | -6.0% | -0.4% |
| 7D | -6.5% | +12.2% | -18.7% | -7.9% |
| 30D | +2.8% | +12.1% | -9.3% | +1.2% |
| 3M | -13.5% | +7.3% | -20.8% | -14.3% |
| 6M | -19.0% | +17.9% | -36.8% | -20.8% |
| YTD | -61.9% | +55.4% | -117.3% | -64.0% |
| 1Y | -63.2% | +69.3% | -132.6% | -65.6% |
| 3Y | -46.0% | +82.8% | -128.9% | -50.2% |
| 5Y | -51.8% | +28.8% | -80.6% | -54.5% |
| 10Y | -26.1% | +53.9% | -79.9% | -31.8% |
| All | +1,664.3% | +651.6% | +1,012.8% | +1,465.7% |
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