+98.5%
FLEX vs PLTD
-33.9%
+132.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.6% | -3.1% | +2.3% |
| 7D | -0.9% | +5.9% | -6.8% | +0.2% |
| 30D | -10.1% | -11.6% | +1.5% | -11.8% |
| 3M | -31.3% | -29.9% | -1.4% | -33.4% |
| 6M | +71.3% | -28.5% | +99.8% | +69.1% |
| YTD | +81.2% | -20.4% | +101.6% | +89.5% |
| 1Y | +98.5% | -33.3% | +131.8% | +98.8% |
| All | +98.5% | -33.9% | +132.4% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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