-10.4%
FLUT vs RMD
+269.7%
-280.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -2.6% | -4.7% | +2.1% | -2.0% |
| 30D | +5.4% | +0.2% | +5.1% | +5.4% |
| 3M | -10.8% | +12.0% | -22.8% | -12.1% |
| 6M | -9.2% | -12.5% | +3.3% | -7.9% |
| YTD | -53.8% | -7.9% | -45.9% | -53.5% |
| 1Y | -66.0% | -20.4% | -45.6% | -65.1% |
| 3Y | -44.7% | +53.1% | -97.8% | -47.9% |
| 5Y | -50.6% | -22.1% | -28.5% | -51.7% |
| 10Y | -10.4% | +275.4% | -285.8% | -5.1% |
| All | -10.4% | +269.7% | -280.1% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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