+1,008.4%
ASX vs FLUT
-26.1%
+1,034.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -3.6% |
| 7D | +22.1% | -1.2% | +23.3% | +22.3% |
| 30D | -23.8% | +5.0% | -28.8% | -24.4% |
| 3M | -7.6% | -16.4% | +8.8% | -6.1% |
| 6M | +6.9% | -14.6% | +21.5% | +7.3% |
| YTD | +127.7% | -61.9% | +189.6% | +156.8% |
| 1Y | +144.5% | -65.0% | +209.6% | +179.1% |
| 3Y | +377.8% | -44.8% | +422.6% | +408.3% |
| 5Y | +498.2% | -49.9% | +548.1% | +519.6% |
| All | +1,008.4% | -26.1% | +1,034.4% | +1,049.3% |
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 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