-26.8%
FLUT vs SPXU
-99.5%
+72.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -0.8% |
| 7D | -0.7% | -7.6% | +6.9% | -1.9% |
| 30D | +9.3% | +5.3% | +3.9% | +10.4% |
| 3M | -17.5% | +9.6% | -27.1% | -15.9% |
| 6M | -14.6% | -4.5% | -10.1% | -14.8% |
| YTD | -62.3% | -25.9% | -36.4% | -63.7% |
| 1Y | -59.6% | -28.9% | -30.8% | -61.4% |
| 3Y | -45.3% | -80.5% | +35.2% | -54.5% |
| 5Y | -50.4% | -83.4% | +33.0% | -58.3% |
| All | -26.8% | -99.5% | +72.7% | -43.6% |
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