+111.7%
INTC vs FLUT
-50.1%
+161.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.6% | +8.5% | +8.9% |
| 7D | +17.4% | +3.8% | +13.6% | +16.6% |
| 30D | +2.8% | +6.3% | -3.5% | +1.2% |
| 3M | -5.3% | -4.0% | -1.2% | -6.0% |
| 6M | +140.6% | -10.3% | +150.9% | +141.4% |
| YTD | +183.1% | -53.2% | +236.3% | +230.6% |
| 1Y | +326.8% | -65.0% | +391.8% | +433.3% |
| 3Y | +179.4% | -43.9% | +223.3% | +209.7% |
| 5Y | +111.7% | -49.2% | +161.0% | +117.5% |
| All | +111.7% | -50.1% | +161.9% | +117.5% |
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