+5.3%
PLD vs FLNC
-71.1%
+76.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.6% |
| 7D | -2.8% | -5.0% | +2.2% | -2.5% |
| 30D | -3.6% | -26.1% | +22.4% | -1.6% |
| 3M | -7.1% | -55.2% | +48.1% | -2.1% |
| 6M | +0.2% | -42.6% | +42.8% | +0.9% |
| YTD | +6.9% | -51.0% | +57.9% | +7.4% |
| 1Y | +25.0% | +43.3% | -18.3% | +9.1% |
| 3Y | +20.8% | -63.4% | +84.2% | +12.4% |
| All | +5.3% | -71.1% | +76.4% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 10y: compounded portfolio wealth divided by compounded FLNC 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…
10y analysis · Full analysis span regression · 6 months rolling