+27.1%
V vs FLUT
-63.7%
+90.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -0.8% | -6.5% | +5.7% | 0.0% |
| 30D | +9.5% | +2.8% | +6.8% | +9.1% |
| 3M | +16.7% | -13.5% | +30.1% | +18.3% |
| 6M | +32.9% | -19.0% | +51.9% | +35.4% |
| YTD | +21.1% | -61.9% | +83.0% | +34.5% |
| All | +27.1% | -63.7% | +90.7% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling