+212.4%
FLUT vs MUB
+76.3%
+136.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.6% | -0.9% | -0.8% | -1.3% |
| 30D | +7.7% | -1.4% | +9.2% | +8.4% |
| 3M | -0.7% | -2.2% | +1.4% | +0.2% |
| 6M | -11.2% | -1.9% | -9.3% | -10.4% |
| YTD | -53.4% | -0.8% | -52.7% | -53.3% |
| 1Y | -65.8% | +2.7% | -68.5% | -66.2% |
| 3Y | -44.9% | +8.6% | -53.5% | -46.9% |
| 5Y | -49.7% | +2.0% | -51.7% | -50.6% |
| 10Y | -9.7% | +17.9% | -27.6% | -16.2% |
| All | +212.4% | +76.3% | +136.1% | +107.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling