-46.0%
FLUT vs RMD
+64.1%
-110.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -6.5% | +1.2% | -7.7% | -6.7% |
| 30D | +2.8% | +2.5% | +0.3% | +1.9% |
| 3M | -13.5% | +11.5% | -25.0% | -15.5% |
| 6M | -19.0% | +14.7% | -33.7% | -21.6% |
| YTD | -61.9% | -1.3% | -60.5% | -62.2% |
| 1Y | -63.2% | -5.3% | -58.0% | -63.3% |
| 3Y | -46.0% | +68.8% | -114.8% | -58.7% |
| All | -46.0% | +64.1% | -110.1% | -58.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling