+25.0%
FLEX vs PLTD
-16.1%
+41.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +2.4% | -14.7% | -11.9% |
| 7D | -17.0% | +14.4% | -31.4% | -14.9% |
| 30D | -33.8% | +8.6% | -42.5% | -32.4% |
| 3M | -39.0% | -9.2% | -29.8% | -39.0% |
| 6M | -15.9% | -29.5% | +13.6% | -16.3% |
| YTD | +27.8% | -20.2% | +48.0% | +35.7% |
| 1Y | +25.0% | -16.5% | +41.5% | +37.6% |
| All | +25.0% | -16.1% | +41.1% | +37.6% |
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