+16.5%
PLD vs QQQI
+57.7%
-41.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | -1.2% | -0.3% | -0.8% | -1.0% |
| 30D | -3.5% | -0.3% | -3.3% | -3.4% |
| 3M | -7.1% | +1.3% | -8.4% | -8.2% |
| 6M | +2.6% | +11.5% | -8.9% | -4.6% |
| YTD | +8.0% | +11.3% | -3.3% | +0.4% |
| 1Y | +22.1% | +16.9% | +5.2% | +9.7% |
| All | +16.5% | +57.7% | -41.2% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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