+22.2%
PLD vs FLNC
-62.1%
+84.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.3% | +6.3% | -1.6% |
| 7D | -0.7% | -4.2% | +3.5% | -0.5% |
| 30D | -2.2% | -20.0% | +17.8% | -1.1% |
| 3M | -7.4% | -56.9% | +49.5% | -3.4% |
| 6M | +1.9% | -35.5% | +37.5% | +1.4% |
| YTD | +7.9% | -48.8% | +56.7% | +7.7% |
| 1Y | +25.1% | +49.3% | -24.2% | +9.7% |
| All | +22.2% | -62.1% | +84.3% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling