-49.2%
FLUT vs MUB
+2.2%
-51.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.8% | -0.3% | +4.1% | +4.1% |
| 30D | +6.3% | -1.5% | +7.8% | +8.0% |
| 3M | -4.0% | -1.9% | -2.1% | -2.2% |
| 6M | -10.3% | -1.7% | -8.6% | -8.7% |
| YTD | -53.2% | -0.8% | -52.4% | -52.8% |
| 1Y | -65.0% | +1.5% | -66.5% | -65.6% |
| 3Y | -43.9% | +8.8% | -52.7% | -50.2% |
| 5Y | -49.2% | +2.0% | -51.2% | -59.7% |
| All | -49.2% | +2.2% | -51.5% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 5y: compounded portfolio wealth divided by compounded MUB 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…
5y analysis · Full analysis span regression · 6 months rolling