+22.1%
PLD vs QQQI
+16.9%
+5.1%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.9% |
| 7D | -1.2% | -0.3% | -0.8% | -1.1% |
| 30D | -3.5% | -0.3% | -3.3% | -3.5% |
| 3M | -7.1% | +1.3% | -8.4% | -7.6% |
| 6M | +2.6% | +11.5% | -8.9% | -2.4% |
| YTD | +8.0% | +11.3% | -3.3% | +2.6% |
| 1Y | +22.1% | +16.9% | +5.2% | +13.1% |
| All | +22.1% | +16.9% | +5.1% | +13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling