-25.6%
FLUT vs RMD
+340.4%
-366.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | -1.5% | +3.1% | -4.6% | -1.9% |
| 30D | +3.4% | +1.8% | +1.7% | +3.0% |
| 3M | -12.5% | +6.7% | -19.2% | -13.3% |
| 6M | -18.5% | +13.9% | -32.4% | -20.1% |
| YTD | -61.6% | -2.0% | -59.6% | -61.7% |
| 1Y | -64.1% | -5.4% | -58.7% | -64.0% |
| 3Y | -44.5% | +67.4% | -111.8% | -48.4% |
| 5Y | -51.3% | -5.7% | -45.6% | -53.0% |
| 10Y | -25.6% | +338.4% | -363.9% | -24.3% |
| All | -25.6% | +340.4% | -366.0% | -24.3% |
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