+2,054.3%
FLUT vs WEC
+1,707.6%
+346.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.2% |
| 7D | -1.6% | -0.3% | -1.4% | -1.6% |
| 30D | +7.7% | -1.3% | +9.0% | +7.8% |
| 3M | -0.7% | -3.9% | +3.2% | -0.6% |
| 6M | -11.2% | -8.3% | -2.8% | -10.9% |
| YTD | -53.4% | +3.1% | -56.5% | -53.5% |
| 1Y | -65.8% | +1.9% | -67.7% | -65.8% |
| 3Y | -44.9% | +41.9% | -86.8% | -45.8% |
| 5Y | -49.7% | +30.8% | -80.5% | -50.4% |
| 10Y | -9.7% | +141.9% | -151.6% | -13.5% |
| All | +2,054.3% | +1,707.6% | +346.6% | +1,752.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling