-40.4%
FLNC vs PLTU
+133.3%
-173.8%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +2.2% |
| 7D | -4.1% | -8.1% | +4.1% | -2.7% |
| 30D | -24.8% | -7.0% | -17.7% | -24.5% |
| 3M | -59.1% | +40.0% | -99.1% | -63.3% |
| 6M | -42.0% | -6.0% | -36.0% | -44.9% |
| YTD | -49.8% | -37.1% | -12.7% | -49.7% |
| 1Y | +43.1% | -33.1% | +76.2% | +43.0% |
| All | -40.4% | +133.3% | -173.8% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 5y: compounded portfolio wealth divided by compounded PLTU 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…
5y analysis · Full analysis span regression · 6 months rolling