-63.2%
FLUT vs TROW
+17.3%
-80.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.0% | -8.3% | -5.2% |
| 7D | +4.2% | +8.2% | -4.1% | -0.2% |
| 30D | +8.0% | +8.3% | -0.3% | +3.4% |
| 3M | -22.1% | -1.6% | -20.5% | -21.5% |
| 6M | -21.7% | +11.9% | -33.6% | -28.6% |
| YTD | -62.0% | +14.3% | -76.3% | -66.4% |
| 1Y | -63.2% | +17.0% | -80.2% | -68.6% |
| All | -63.2% | +17.3% | -80.5% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling