+855.3%
ASX vs FLUT
-9.7%
+865.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.5% |
| 7D | -0.7% | -1.6% | +0.9% | -0.5% |
| 30D | +2.0% | +7.7% | -5.8% | +0.8% |
| 3M | -1.3% | -0.7% | -0.6% | -2.1% |
| 6M | +71.4% | -11.2% | +82.6% | +72.4% |
| YTD | +135.3% | -53.4% | +188.8% | +160.0% |
| 1Y | +267.5% | -65.8% | +333.2% | +324.7% |
| 3Y | +388.5% | -44.9% | +433.4% | +420.5% |
| 5Y | +417.1% | -49.7% | +466.8% | +429.3% |
| All | +855.3% | -9.7% | +865.0% | +863.5% |
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