-43.2%
FLNC vs PLTD
-76.7%
+33.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.3% | -6.5% | -3.5% |
| 7D | -5.0% | +9.9% | -14.9% | -1.8% |
| 30D | -26.1% | +3.8% | -29.9% | -24.9% |
| 3M | -55.2% | -32.3% | -22.9% | -59.7% |
| 6M | -42.6% | -25.9% | -16.7% | -45.3% |
| YTD | -51.0% | -16.4% | -34.6% | -50.6% |
| 1Y | +43.3% | -25.2% | +68.5% | +45.5% |
| All | -43.2% | -76.7% | +33.5% | -47.8% |
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 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