-11.0%
FLUT vs SPXU
-99.5%
+88.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.3% |
| 7D | -3.6% | +6.4% | -9.9% | -2.5% |
| 30D | -0.3% | +5.9% | -6.3% | +0.7% |
| 3M | -12.6% | -11.7% | -1.0% | -14.3% |
| 6M | -8.0% | -28.7% | +20.7% | -12.6% |
| YTD | -54.1% | -26.4% | -27.8% | -56.0% |
| 1Y | -66.1% | -35.2% | -30.9% | -68.0% |
| 3Y | -45.0% | -79.8% | +34.8% | -54.0% |
| 5Y | -51.2% | -86.1% | +34.8% | -59.3% |
| All | -11.0% | -99.5% | +88.5% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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