+9.3%
PLD vs FLEX
+23.4%
-14.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -12.3% | +14.1% | +2.1% |
| 7D | +4.9% | -17.0% | +21.9% | +5.4% |
| 30D | +2.6% | -33.8% | +36.4% | +3.8% |
| 3M | -4.8% | -39.0% | +34.3% | -3.5% |
| 6M | -3.9% | -15.9% | +12.0% | -5.3% |
| YTD | +5.3% | +27.8% | -22.5% | +0.8% |
| 1Y | +9.3% | +25.0% | -15.7% | +5.3% |
| All | +9.3% | +23.4% | -14.2% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 1y: compounded portfolio wealth divided by compounded FLEX 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…
1y analysis · Full analysis span regression · 6 months rolling