-11.0%
FLUT vs DOV
+296.6%
-307.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.5% | -0.1% |
| 7D | -3.6% | -1.9% | -1.6% | -3.1% |
| 30D | -0.3% | -9.9% | +9.5% | +2.2% |
| 3M | -12.6% | -12.1% | -0.5% | -10.3% |
| 6M | -8.0% | -10.4% | +2.4% | -6.3% |
| YTD | -54.1% | -3.3% | -50.8% | -54.3% |
| 1Y | -66.1% | +7.8% | -73.9% | -67.3% |
| 3Y | -45.0% | +36.3% | -81.4% | -49.4% |
| 5Y | -51.2% | +14.8% | -66.0% | -54.7% |
| All | -11.0% | +296.6% | -307.6% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DOV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling