+6.3%
PLD vs FLNC
-69.8%
+76.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.3% | +6.3% | -1.4% |
| 7D | -0.7% | -4.2% | +3.5% | -0.4% |
| 30D | -2.2% | -20.0% | +17.8% | -0.7% |
| 3M | -7.4% | -56.9% | +49.5% | -2.1% |
| 6M | +1.9% | -35.5% | +37.5% | +1.6% |
| YTD | +7.9% | -48.8% | +56.7% | +8.1% |
| 1Y | +25.1% | +49.3% | -24.2% | +8.8% |
| 3Y | +21.9% | -61.8% | +83.7% | +13.0% |
| All | +6.3% | -69.8% | +76.1% | -8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling