-26.1%
FLUT vs BUD
-8.7%
-17.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -1.0% | +0.1% |
| 7D | -6.5% | +1.3% | -7.8% | -6.7% |
| 30D | +2.8% | +10.0% | -7.3% | +0.8% |
| 3M | -13.5% | +1.6% | -15.0% | -13.8% |
| 6M | -19.0% | +6.5% | -25.5% | -20.1% |
| YTD | -61.9% | +34.8% | -96.7% | -64.4% |
| 1Y | -63.2% | +36.5% | -99.7% | -65.8% |
| 3Y | -46.0% | +49.0% | -95.0% | -51.3% |
| 5Y | -51.8% | +51.7% | -103.5% | -57.1% |
| 10Y | -26.1% | -7.5% | -18.5% | -33.0% |
| All | -26.1% | -8.7% | -17.3% | -33.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling