+125.7%
ASX vs FLUT
-63.7%
+189.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.4% | +8.3% | +8.7% |
| 7D | -12.3% | -6.5% | -5.8% | -13.0% |
| 30D | -26.0% | +2.8% | -28.8% | -25.5% |
| 3M | -8.1% | -13.5% | +5.4% | -8.7% |
| 6M | +1.4% | -19.0% | +20.4% | +0.5% |
| YTD | +115.6% | -61.9% | +177.4% | +133.5% |
| All | +125.7% | -63.7% | +189.3% | +148.1% |
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