+272.4%
PLD vs FLUT
-25.6%
+298.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.4% |
| 7D | +0.8% | -1.5% | +2.3% | +0.9% |
| 30D | +0.5% | +3.4% | -3.0% | +0.1% |
| 3M | -5.5% | -12.5% | +7.0% | -4.7% |
| 6M | -8.3% | -18.5% | +10.1% | -7.4% |
| YTD | +4.3% | -61.6% | +65.9% | +12.0% |
| 1Y | +7.4% | -64.1% | +71.5% | +15.9% |
| 3Y | +37.1% | -44.5% | +81.5% | +42.4% |
| 5Y | +1.3% | -51.3% | +52.6% | +3.8% |
| All | +272.4% | -25.6% | +298.0% | +304.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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