+133.0%
ASX vs FLUT
-63.4%
+196.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.6% | +3.4% |
| 7D | -9.1% | -1.5% | -7.7% | -9.3% |
| 30D | -23.6% | +3.4% | -27.0% | -23.0% |
| 3M | -5.6% | -12.5% | +6.9% | -6.1% |
| 6M | +4.7% | -18.5% | +23.2% | +3.9% |
| YTD | +122.6% | -61.6% | +184.2% | +141.3% |
| 1Y | +133.0% | -64.1% | +197.1% | +156.5% |
| All | +133.0% | -63.4% | +196.4% | +156.5% |
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 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