-76.9%
PLTD vs QSR
+17.7%
-94.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.1% |
| 7D | -0.9% | -2.4% | +1.4% | -1.4% |
| 30D | +1.3% | +5.7% | -4.4% | +2.6% |
| 3M | -32.9% | +6.9% | -39.8% | -31.8% |
| 6M | -24.9% | +6.9% | -31.8% | -23.5% |
| YTD | -18.2% | +14.9% | -33.2% | -16.1% |
| 1Y | -28.7% | +29.1% | -57.8% | -24.3% |
| All | -76.9% | +17.7% | -94.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling