-49.2%
FLUT vs WPM
+261.1%
-310.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +3.8% | +7.0% | -3.2% | +3.1% |
| 30D | +6.3% | +15.7% | -9.4% | +4.7% |
| 3M | -4.0% | +35.2% | -39.3% | -7.1% |
| 6M | -10.3% | +6.1% | -16.4% | -10.8% |
| YTD | -53.2% | +32.6% | -85.7% | -55.8% |
| 1Y | -65.0% | +46.9% | -111.9% | -67.8% |
| 3Y | -43.9% | +276.3% | -320.2% | -59.9% |
| 5Y | -49.2% | +260.0% | -309.2% | -67.7% |
| All | -49.2% | +261.1% | -310.4% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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