-66.0%
FLUT vs RMD
-20.7%
-45.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | -2.6% | -4.7% | +2.1% | -1.0% |
| 30D | +5.4% | +0.2% | +5.1% | +5.6% |
| 3M | -10.8% | +12.0% | -22.8% | -14.2% |
| 6M | -9.2% | -12.5% | +3.3% | -8.4% |
| YTD | -53.8% | -7.9% | -45.9% | -53.7% |
| 1Y | -66.0% | -20.4% | -45.6% | -66.1% |
| All | -66.0% | -20.7% | -45.3% | -66.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling