-77.0%
PLTD vs QSR
+19.7%
-96.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +1.8% |
| 7D | +4.5% | +0.1% | +4.5% | +4.6% |
| 30D | -0.7% | +5.9% | -6.7% | +0.5% |
| 3M | -31.0% | +10.5% | -41.5% | -29.5% |
| 6M | -24.8% | +7.7% | -32.5% | -23.3% |
| YTD | -18.6% | +16.8% | -35.3% | -16.2% |
| 1Y | -31.8% | +30.9% | -62.7% | -27.4% |
| All | -77.0% | +19.7% | -96.7% | -76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling