+1,658.1%
FLUT vs GEN
+1,029.7%
+628.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.3% |
| 7D | -1.1% | +2.3% | -3.3% | -1.2% |
| 30D | +7.7% | +33.1% | -25.3% | +5.5% |
| 3M | -12.2% | +6.5% | -18.6% | -12.7% |
| 6M | -17.6% | +53.8% | -71.4% | -19.9% |
| YTD | -62.0% | +11.2% | -73.2% | -62.4% |
| 1Y | -62.3% | +19.4% | -81.7% | -62.8% |
| 3Y | -52.0% | +81.0% | -133.0% | -53.5% |
| 5Y | -51.8% | +33.4% | -85.2% | -53.0% |
| 10Y | -26.3% | +164.3% | -190.6% | -28.8% |
| All | +1,658.1% | +1,029.7% | +628.4% | +1,592.6% |
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