-27.4%
FLUT vs OPEN
-72.1%
+44.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.2% |
| 7D | -2.6% | -2.9% | +0.3% | -2.4% |
| 30D | +5.4% | -13.8% | +19.2% | +6.7% |
| 3M | -10.8% | -30.9% | +20.1% | -8.1% |
| 6M | -9.2% | -40.9% | +31.7% | -5.6% |
| YTD | -53.8% | -48.5% | -5.3% | -51.6% |
| 1Y | -66.0% | -50.9% | -15.1% | -65.4% |
| 3Y | -44.7% | -20.6% | -24.0% | -52.3% |
| 5Y | -50.6% | -84.2% | +33.6% | -53.4% |
| All | -27.4% | -72.1% | +44.7% | -42.4% |
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