+6,534.8%
ASX vs FLUT
+1,685.4%
+4,849.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.4% | -22.2% | -20.8% |
| 7D | -33.3% | +4.8% | -38.1% | -33.5% |
| 30D | -36.5% | +8.8% | -45.3% | -36.8% |
| 3M | -19.2% | -10.7% | -8.5% | -18.9% |
| 6M | -10.2% | -19.7% | +9.5% | -9.8% |
| YTD | +86.5% | -61.4% | +147.9% | +95.5% |
| 1Y | +89.6% | -61.6% | +151.3% | +98.8% |
| 3Y | +298.6% | -51.4% | +350.0% | +312.1% |
| 5Y | +414.3% | -51.0% | +465.3% | +424.9% |
| 10Y | +711.1% | -25.2% | +736.3% | +722.1% |
| All | +6,534.8% | +1,685.4% | +4,849.3% | +6,952.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling