-25.6%
FLUT vs GEN
+151.0%
-176.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.5% |
| 7D | -1.5% | +1.0% | -2.5% | -1.7% |
| 30D | +3.4% | +29.1% | -25.7% | -1.0% |
| 3M | -12.5% | +2.9% | -15.4% | -13.3% |
| 6M | -18.5% | +33.6% | -52.1% | -22.3% |
| YTD | -61.6% | +12.0% | -73.7% | -62.7% |
| 1Y | -64.1% | +16.2% | -80.3% | -65.3% |
| 3Y | -44.5% | +65.1% | -109.5% | -48.4% |
| 5Y | -51.3% | +33.3% | -84.6% | -54.4% |
| 10Y | -25.6% | +149.7% | -175.2% | -35.8% |
| All | -25.6% | +151.0% | -176.5% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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