+82.5%
UBER vs FLUT
-50.1%
+132.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.1% | -3.7% |
| 7D | -2.8% | +3.8% | -6.6% | -4.0% |
| 30D | -2.5% | +6.3% | -8.8% | -4.6% |
| 3M | +4.4% | -4.0% | +8.4% | +5.1% |
| 6M | -2.7% | -10.3% | +7.6% | -0.5% |
| YTD | -10.5% | -53.2% | +42.7% | +11.1% |
| 1Y | -22.5% | -65.0% | +42.5% | +4.8% |
| 3Y | +54.8% | -43.9% | +98.7% | +72.2% |
| 5Y | +82.5% | -49.2% | +131.8% | +114.4% |
| All | +82.5% | -50.1% | +132.7% | +114.4% |
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