-9.3%
FLUT vs TRI
+196.2%
-205.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.4% |
| 7D | +0.4% | -7.9% | +8.3% | +2.9% |
| 30D | +2.5% | -4.5% | +7.0% | +3.7% |
| 3M | -9.2% | +22.1% | -31.3% | -14.4% |
| 6M | -8.2% | -2.8% | -5.5% | -8.4% |
| YTD | -53.2% | -23.4% | -29.8% | -50.8% |
| 1Y | -65.6% | -41.5% | -24.1% | -61.4% |
| 3Y | -43.6% | -19.2% | -24.4% | -41.7% |
| 5Y | -50.3% | -9.4% | -40.9% | -50.5% |
| All | -9.3% | +196.2% | -205.5% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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