+15.2%
PLD vs FLEX
+657.3%
-642.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -1.0% |
| 7D | -2.4% | -0.9% | -1.5% | -2.2% |
| 30D | -2.4% | -10.1% | +7.7% | -0.8% |
| 3M | -3.8% | -31.3% | +27.6% | +1.6% |
| 6M | 0.0% | +71.3% | -71.2% | -16.0% |
| YTD | +9.2% | +81.2% | -72.0% | -10.2% |
| 1Y | +25.9% | +98.5% | -72.6% | 0.0% |
| 3Y | +21.3% | +428.2% | -406.9% | -32.6% |
| All | +15.2% | +657.3% | -642.0% | -46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling