+35.1%
HBAN vs FLUT
-51.5%
+86.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | -0.5% |
| 7D | -1.5% | -2.6% | +1.1% | -1.0% |
| 30D | -5.5% | +5.4% | -10.9% | -6.7% |
| 3M | -0.2% | -10.8% | +10.5% | +1.3% |
| 6M | +5.2% | -9.2% | +14.4% | +5.8% |
| YTD | -2.3% | -53.8% | +51.5% | +12.7% |
| 1Y | -2.2% | -66.0% | +63.8% | +19.7% |
| 3Y | +73.8% | -44.7% | +118.5% | +89.9% |
| All | +35.1% | -51.5% | +86.7% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling