+199.5%
FLEX vs PLTD
-77.3%
+276.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.3% | +2.1% | +5.0% |
| 7D | +7.0% | +4.5% | +2.4% | +8.4% |
| 30D | -5.8% | -0.7% | -5.1% | -5.7% |
| 3M | -24.2% | -31.0% | +6.8% | -29.6% |
| 6M | +90.8% | -24.8% | +115.6% | +84.3% |
| YTD | +89.2% | -18.6% | +107.7% | +90.6% |
| 1Y | +104.7% | -31.8% | +136.5% | +97.9% |
| All | +199.5% | -77.3% | +276.8% | +110.5% |
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