-63.2%
FLUT vs EQH
+18.6%
-81.8%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.8% |
| 7D | +4.2% | +2.8% | +1.3% | +3.2% |
| 30D | +8.0% | +3.9% | +4.1% | +6.5% |
| 3M | -22.1% | +16.3% | -38.4% | -26.3% |
| 6M | -21.7% | +37.1% | -58.8% | -32.1% |
| YTD | -62.0% | +20.2% | -82.2% | -64.4% |
| 1Y | -63.2% | +17.9% | -81.1% | -65.3% |
| All | -63.2% | +18.6% | -81.8% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling