+7.1%
FLUT vs NVT
+731.8%
-724.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.7% | +1.1% |
| 7D | +0.4% | +4.1% | -3.6% | -0.3% |
| 30D | +2.5% | -5.1% | +7.7% | +3.2% |
| 3M | -9.2% | -1.2% | -8.1% | -10.0% |
| 6M | -8.2% | +46.6% | -54.8% | -17.2% |
| YTD | -53.2% | +60.0% | -113.2% | -58.8% |
| 1Y | -65.6% | +70.8% | -136.4% | -70.2% |
| 3Y | -43.6% | +187.5% | -231.1% | -57.1% |
| 5Y | -50.3% | +426.1% | -476.4% | -65.4% |
| All | +7.1% | +731.8% | -724.7% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling