-65.5%
FLUT vs IAU
+18.8%
-84.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.3% |
| 7D | +3.8% | +0.7% | +3.1% | +3.9% |
| 30D | +6.3% | +0.3% | +6.0% | +6.3% |
| 3M | -4.0% | +0.7% | -4.7% | -3.2% |
| 6M | -10.3% | -15.5% | +5.2% | -10.6% |
| YTD | -53.2% | +1.0% | -54.1% | -55.0% |
| All | -65.5% | +18.8% | -84.3% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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