+157.4%
GE vs FLUT
-25.6%
+183.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | +5.4% | -1.5% | +6.8% | +5.6% |
| 30D | +9.6% | +3.4% | +6.2% | +9.0% |
| 3M | -7.7% | -12.5% | +4.8% | -6.5% |
| 6M | +14.0% | -18.5% | +32.5% | +16.0% |
| YTD | +10.2% | -61.6% | +71.8% | +24.5% |
| 1Y | +8.9% | -64.1% | +73.0% | +24.1% |
| 3Y | +273.7% | -44.5% | +318.1% | +295.7% |
| 5Y | +410.2% | -51.3% | +461.5% | +427.9% |
| 10Y | +157.4% | -25.6% | +183.0% | +143.7% |
| All | +157.4% | -25.6% | +183.0% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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