+6,961.1%
ASX vs FLUT
+1,658.1%
+5,303.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +8.0% | +6.5% |
| 7D | -19.9% | -1.1% | -18.8% | -19.9% |
| 30D | -30.9% | +7.7% | -38.6% | -31.2% |
| 3M | -15.1% | -12.2% | -2.9% | -14.8% |
| 6M | -6.5% | -17.6% | +11.1% | -6.1% |
| YTD | +98.4% | -62.0% | +160.4% | +108.2% |
| 1Y | +107.9% | -62.3% | +170.1% | +118.1% |
| 3Y | +325.3% | -52.0% | +377.2% | +340.0% |
| 5Y | +447.3% | -51.8% | +499.1% | +459.0% |
| 10Y | +763.2% | -26.3% | +789.5% | +775.5% |
| All | +6,961.1% | +1,658.1% | +5,303.0% | +7,411.1% |
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 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