+16.4%
PLD vs QQQI
+57.7%
-41.3%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -0.7% | +0.8% | -1.5% | -1.1% |
| 30D | -2.2% | +0.2% | -2.4% | -2.3% |
| 3M | -7.4% | +2.3% | -9.7% | -9.0% |
| 6M | +1.9% | +11.6% | -9.7% | -5.2% |
| YTD | +7.9% | +11.3% | -3.4% | +0.3% |
| 1Y | +25.1% | +17.4% | +7.7% | +12.1% |
| All | +16.4% | +57.7% | -41.3% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling