-39.3%
FLNC vs PLTU
+140.2%
-179.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.8% | -7.5% | -8.2% |
| 7D | -4.2% | -0.8% | -3.4% | -4.5% |
| 30D | -20.0% | -8.8% | -11.2% | -19.4% |
| 3M | -56.9% | +41.7% | -98.5% | -61.3% |
| 6M | -35.5% | -9.3% | -26.3% | -38.5% |
| YTD | -48.8% | -35.2% | -13.6% | -49.0% |
| 1Y | +49.3% | -29.5% | +78.7% | +47.8% |
| All | -39.3% | +140.2% | -179.5% | -45.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling