-66.1%
FLUT vs WU
-11.2%
-54.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.6% |
| 7D | -3.6% | -5.0% | +1.4% | -2.9% |
| 30D | -0.3% | -2.3% | +1.9% | +0.1% |
| 3M | -12.6% | -3.2% | -9.4% | -13.1% |
| 6M | -8.0% | -25.0% | +17.0% | -4.6% |
| YTD | -54.1% | -21.7% | -32.5% | -52.5% |
| 1Y | -66.1% | -9.0% | -57.2% | -65.0% |
| All | -66.1% | -11.2% | -54.9% | -65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling