+106.9%
FLEX vs PLTD
-78.1%
+185.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.9% | +5.7% | +3.2% |
| 7D | +2.2% | -1.6% | +3.8% | +2.5% |
| 30D | -32.6% | +18.5% | -51.1% | -28.5% |
| 3M | -35.5% | -2.4% | -33.1% | -34.6% |
| 6M | -45.6% | -34.6% | -11.0% | -49.2% |
| YTD | +30.7% | -21.4% | +52.1% | +32.8% |
| 1Y | +28.4% | -16.8% | +45.1% | +34.3% |
| All | +106.9% | -78.1% | +185.0% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling