-65.8%
FLUT vs EQH
+2.5%
-68.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.8% |
| 7D | -1.6% | +5.5% | -7.1% | -3.4% |
| 30D | +7.7% | +3.2% | +4.5% | +6.5% |
| 3M | -0.7% | +32.5% | -33.3% | -12.8% |
| 6M | -11.2% | +33.7% | -44.9% | -23.3% |
| YTD | -53.4% | +13.4% | -66.9% | -55.9% |
| 1Y | -65.8% | +0.6% | -66.3% | -65.5% |
| All | -65.8% | +2.5% | -68.2% | -65.5% |
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