-49.9%
FLUT vs SPXU
-86.1%
+36.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | +1.2% |
| 7D | +3.8% | -1.5% | +5.3% | +3.4% |
| 30D | +6.3% | +3.7% | +2.6% | +7.7% |
| 3M | -4.0% | -9.6% | +5.5% | -6.9% |
| 6M | -10.3% | -32.4% | +22.1% | -20.6% |
| YTD | -53.2% | -28.7% | -24.5% | -57.5% |
| 1Y | -65.0% | -38.2% | -26.8% | -69.5% |
| 3Y | -43.9% | -80.4% | +36.5% | -63.1% |
| All | -49.9% | -86.1% | +36.2% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling