-25.2%
PLTD vs QSR
+28.0%
-53.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.7% | +2.9% | +2.2% |
| 7D | +9.9% | -4.7% | +14.6% | +9.4% |
| 30D | +3.8% | +4.3% | -0.5% | +4.3% |
| 3M | -32.3% | +5.4% | -37.7% | -31.9% |
| 6M | -25.9% | +8.2% | -34.0% | -26.1% |
| YTD | -16.4% | +14.1% | -30.5% | -18.7% |
| 1Y | -25.2% | +28.1% | -53.3% | -33.3% |
| All | -25.2% | +28.0% | -53.2% | -33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling