+499.2%
NOW vs FLUT
-26.3%
+525.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | -0.1% |
| 7D | -3.0% | -1.1% | -1.9% | -2.9% |
| 30D | -26.0% | +7.7% | -33.8% | -27.5% |
| 3M | -13.1% | -12.2% | -0.9% | -11.2% |
| 6M | +14.5% | -17.6% | +32.1% | +18.6% |
| YTD | -33.4% | -62.0% | +28.6% | -20.6% |
| 1Y | -40.6% | -62.3% | +21.6% | -29.3% |
| 3Y | -16.3% | -52.0% | +35.6% | -5.3% |
| 5Y | -26.3% | -51.8% | +25.4% | -20.5% |
| All | +499.2% | -26.3% | +525.5% | +570.8% |
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