+1,621.7%
PLD vs FLEX
+1,564.6%
+57.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.8% | -2.2% |
| 7D | -0.8% | -19.3% | +18.5% | +3.3% |
| 30D | -0.3% | -41.5% | +41.3% | +10.4% |
| 3M | -8.0% | -43.1% | +35.1% | +2.0% |
| 6M | -9.8% | -48.2% | +38.4% | +0.2% |
| YTD | +1.8% | +15.5% | -13.7% | -8.0% |
| 1Y | +5.6% | +10.2% | -4.6% | -3.9% |
| 3Y | +33.3% | +256.8% | -223.5% | -9.8% |
| 5Y | +0.3% | +408.2% | -407.9% | -38.2% |
| 10Y | +241.6% | +580.8% | -339.2% | +79.8% |
| All | +1,621.7% | +1,564.6% | +57.2% | +545.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling