+456.7%
PWR vs FLUT
-50.1%
+506.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.8% | +2.3% |
| 7D | +4.5% | +3.8% | +0.7% | +4.0% |
| 30D | -4.9% | +6.3% | -11.2% | -5.9% |
| 3M | -7.9% | -4.0% | -3.8% | -8.2% |
| 6M | +18.3% | -10.3% | +28.6% | +18.7% |
| YTD | +51.5% | -53.2% | +104.7% | +71.4% |
| 1Y | +70.3% | -65.0% | +135.4% | +103.8% |
| 3Y | +210.6% | -43.9% | +254.5% | +235.3% |
| 5Y | +456.7% | -49.2% | +505.9% | +457.3% |
| All | +456.7% | -50.1% | +506.8% | +457.3% |
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