+231.7%
PLD vs FLUT
-26.3%
+258.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.1% |
| 7D | -0.8% | -1.1% | +0.3% | -0.7% |
| 30D | -0.3% | +7.7% | -8.0% | -0.9% |
| 3M | -8.0% | -12.2% | +4.1% | -7.3% |
| 6M | -9.8% | -17.6% | +7.8% | -8.9% |
| YTD | +1.8% | -62.0% | +63.8% | +9.4% |
| 1Y | +5.6% | -62.3% | +67.9% | +13.4% |
| 3Y | +33.3% | -52.0% | +85.2% | +39.7% |
| 5Y | +0.3% | -51.8% | +52.0% | +2.8% |
| All | +231.7% | -26.3% | +258.0% | +257.4% |
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