-26.8%
FLUT vs WEC
+197.9%
-224.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.1% |
| 7D | -0.7% | +2.3% | -3.0% | -0.8% |
| 30D | +9.3% | +11.1% | -1.8% | +8.9% |
| 3M | -17.5% | +8.4% | -25.9% | -17.7% |
| 6M | -14.6% | +7.5% | -22.1% | -14.8% |
| YTD | -62.3% | +15.3% | -77.6% | -62.5% |
| 1Y | -59.6% | +9.7% | -69.4% | -59.8% |
| 3Y | -45.3% | +64.7% | -110.0% | -46.4% |
| 5Y | -50.4% | +57.3% | -107.7% | -51.3% |
| All | -26.8% | +197.9% | -224.8% | -31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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