+54.5%
ADI vs FLUT
-65.2%
+119.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.9% | +2.9% | +4.9% |
| 7D | +4.6% | +0.4% | +4.1% | +4.6% |
| 30D | -1.2% | +2.5% | -3.7% | -1.1% |
| 3M | -7.8% | -9.2% | +1.4% | -7.3% |
| 6M | +19.3% | -8.2% | +27.6% | +20.3% |
| YTD | +40.9% | -53.2% | +94.2% | +63.0% |
| 1Y | +54.5% | -65.6% | +120.1% | +85.2% |
| All | +54.5% | -65.2% | +119.7% | +85.2% |
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 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