-19.9%
NOW vs FLUT
-45.9%
+26.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.9% |
| 7D | +0.3% | -0.7% | +1.0% | +0.5% |
| 30D | -27.0% | +9.3% | -36.2% | -29.4% |
| 3M | -19.6% | -17.5% | -2.2% | -15.2% |
| 6M | +17.5% | -14.6% | +32.1% | +22.6% |
| YTD | -33.3% | -62.3% | +29.0% | -13.1% |
| 1Y | -39.8% | -59.6% | +19.8% | -23.2% |
| 3Y | -19.9% | -45.3% | +25.4% | -0.2% |
| All | -19.9% | -45.9% | +26.0% | -0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling