+913.4%
ASX vs FLUT
-9.2%
+922.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +6.0% |
| 7D | +6.3% | +3.8% | +2.5% | +5.8% |
| 30D | +6.4% | +6.3% | +0.1% | +5.4% |
| 3M | +13.1% | -4.0% | +17.2% | +12.9% |
| 6M | +90.3% | -10.3% | +100.6% | +91.1% |
| YTD | +149.6% | -53.2% | +202.8% | +175.6% |
| 1Y | +249.2% | -65.0% | +314.2% | +302.4% |
| 3Y | +445.9% | -43.9% | +489.8% | +480.5% |
| 5Y | +477.7% | -49.2% | +527.0% | +490.9% |
| 10Y | +913.4% | -9.2% | +922.6% | +921.4% |
| All | +913.4% | -9.2% | +922.6% | +921.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling