-76.4%
PLTD vs QSR
+16.9%
-93.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +2.9% | +2.1% |
| 7D | +9.9% | -4.7% | +14.6% | +8.9% |
| 30D | +3.8% | +4.3% | -0.5% | +4.8% |
| 3M | -32.3% | +5.4% | -37.7% | -31.3% |
| 6M | -25.9% | +8.2% | -34.0% | -24.4% |
| YTD | -16.4% | +14.1% | -30.5% | -14.3% |
| 1Y | -25.2% | +28.1% | -53.3% | -20.7% |
| All | -76.4% | +16.9% | -93.3% | -76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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