-49.8%
FLUT vs UUUU
-40.6%
-9.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.9% |
| 7D | -0.7% | -1.1% | +0.4% | -0.7% |
| 30D | +9.3% | -21.0% | +30.2% | +11.6% |
| 3M | -17.5% | -54.8% | +37.3% | -10.8% |
| 6M | -14.6% | -67.3% | +52.7% | -5.0% |
| YTD | -62.3% | -54.7% | -7.6% | -61.0% |
| 1Y | -59.6% | -57.4% | -2.2% | -58.1% |
| 3Y | -45.3% | -19.6% | -25.7% | -52.3% |
| All | -49.8% | -40.6% | -9.2% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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