+2,988.0%
ADI vs FLUT
+2,054.3%
+933.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.8% |
| 7D | +0.4% | -1.6% | +2.1% | +0.5% |
| 30D | -3.8% | +7.7% | -11.5% | -4.4% |
| 3M | -15.3% | -0.7% | -14.5% | -15.6% |
| 6M | +6.7% | -11.2% | +17.8% | +7.0% |
| YTD | +34.8% | -53.4% | +88.2% | +42.1% |
| 1Y | +49.0% | -65.8% | +114.8% | +60.8% |
| 3Y | +108.1% | -44.9% | +153.0% | +115.8% |
| 5Y | +142.4% | -49.7% | +192.1% | +148.6% |
| 10Y | +589.9% | -9.7% | +599.6% | +587.1% |
| All | +2,988.0% | +2,054.3% | +933.7% | +2,858.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling