-10.4%
FLUT vs BUD
-24.2%
+13.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.9% |
| 7D | -2.6% | -1.3% | -1.3% | -2.3% |
| 30D | +5.4% | -6.1% | +11.5% | +6.7% |
| 3M | -10.8% | -3.8% | -7.0% | -10.2% |
| 6M | -9.2% | +8.2% | -17.4% | -10.9% |
| YTD | -53.8% | +23.6% | -77.4% | -56.1% |
| 1Y | -66.0% | +33.4% | -99.4% | -68.2% |
| 3Y | -44.7% | +45.3% | -90.0% | -49.8% |
| 5Y | -50.6% | +44.3% | -94.9% | -55.4% |
| 10Y | -10.4% | -22.8% | +12.3% | -18.6% |
| All | -10.4% | -24.2% | +13.8% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BUD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling