-65.0%
FLUT vs GEN
+2.7%
-67.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.3% | +1.9% |
| 7D | +3.8% | -0.7% | +4.5% | +4.1% |
| 30D | +6.3% | +2.6% | +3.6% | +4.8% |
| 3M | -4.0% | +15.8% | -19.8% | -11.0% |
| 6M | -10.3% | +33.1% | -43.4% | -21.3% |
| YTD | -53.2% | +11.3% | -64.5% | -54.5% |
| 1Y | -65.0% | +1.7% | -66.7% | -63.2% |
| All | -65.0% | +2.7% | -67.8% | -63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling