+1,309.1%
WDC vs FLUT
-10.4%
+1,319.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.2% |
| 7D | +7.5% | -2.6% | +10.1% | +7.8% |
| 30D | +10.1% | +5.4% | +4.7% | +9.1% |
| 3M | -6.8% | -10.8% | +3.9% | -6.3% |
| 6M | +84.1% | -9.2% | +93.4% | +84.0% |
| YTD | +180.3% | -53.8% | +234.1% | +209.7% |
| 1Y | +411.1% | -66.0% | +477.1% | +491.4% |
| 3Y | +1,375.0% | -44.7% | +1,419.7% | +1,476.7% |
| 5Y | +991.6% | -50.6% | +1,042.1% | +1,027.3% |
| 10Y | +1,309.1% | -10.4% | +1,319.5% | +1,368.4% |
| All | +1,309.1% | -10.4% | +1,319.5% | +1,368.4% |
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 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