+2,054.3%
FLUT vs GEN
+1,062.4%
+991.9%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.0% |
| 7D | -1.6% | -1.2% | -0.4% | -1.6% |
| 30D | +7.7% | +10.1% | -2.4% | +7.1% |
| 3M | -0.7% | +16.1% | -16.8% | -1.7% |
| 6M | -11.2% | +38.9% | -50.0% | -13.0% |
| YTD | -53.4% | +14.4% | -67.9% | -54.0% |
| 1Y | -65.8% | +5.9% | -71.6% | -66.0% |
| 3Y | -44.9% | +58.8% | -103.7% | -46.4% |
| 5Y | -49.7% | +24.7% | -74.4% | -50.9% |
| 10Y | -9.7% | +163.1% | -172.8% | -12.7% |
| All | +2,054.3% | +1,062.4% | +991.9% | +1,974.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling