-44.4%
FLUT vs WU
-20.7%
-23.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.5% | +0.4% |
| 7D | -1.5% | +11.0% | -12.5% | -3.6% |
| 30D | +3.4% | +13.4% | -10.0% | +0.8% |
| 3M | -12.5% | +2.2% | -14.7% | -13.1% |
| 6M | -18.5% | -18.2% | -0.3% | -16.4% |
| YTD | -61.6% | -18.3% | -43.3% | -60.6% |
| 1Y | -64.1% | -12.2% | -51.9% | -63.6% |
| All | -44.4% | -20.7% | -23.6% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling