-40.1%
FLUT vs OPEN
-86.9%
+46.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.3% |
| 7D | -6.5% | -21.7% | +15.2% | -4.8% |
| 30D | +2.8% | -36.5% | +39.3% | +6.4% |
| 3M | -13.5% | -59.5% | +46.1% | -6.8% |
| 6M | -19.0% | -71.9% | +52.9% | -10.4% |
| YTD | -61.9% | -75.8% | +13.9% | -57.6% |
| 1Y | -63.2% | -78.5% | +15.3% | -58.9% |
| 3Y | -46.0% | -30.2% | -15.8% | -53.8% |
| 5Y | -51.8% | -93.3% | +41.5% | -51.0% |
| All | -40.1% | -86.9% | +46.8% | -49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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