+426.7%
FLUT vs UUUU
-91.9%
+518.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.6% |
| 7D | +3.8% | +2.8% | +1.0% | +3.8% |
| 30D | +6.3% | +3.4% | +2.9% | +6.2% |
| 3M | -4.0% | -3.9% | -0.2% | -4.1% |
| 6M | -10.3% | -23.2% | +12.9% | -10.1% |
| YTD | -53.2% | +0.6% | -53.7% | -53.5% |
| 1Y | -65.0% | +22.9% | -87.9% | -65.5% |
| 3Y | -43.9% | +98.6% | -142.5% | -45.7% |
| 5Y | -49.2% | +130.2% | -179.5% | -51.1% |
| 10Y | -9.2% | +519.5% | -528.7% | -12.6% |
| All | +426.7% | -91.9% | +518.6% | +351.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling