+432.3%
ASX vs FLUT
-50.4%
+482.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.6% |
| 7D | -0.7% | -1.6% | +0.9% | -0.5% |
| 30D | +2.0% | +7.7% | -5.8% | +0.2% |
| 3M | -1.3% | -0.7% | -0.6% | -2.5% |
| 6M | +71.4% | -11.2% | +82.6% | +72.9% |
| YTD | +135.3% | -53.4% | +188.8% | +175.6% |
| 1Y | +267.5% | -65.8% | +333.2% | +362.9% |
| 3Y | +388.5% | -44.9% | +433.4% | +433.3% |
| All | +432.3% | -50.4% | +482.7% | +445.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling