-77.5%
PLTD vs QSR
+22.6%
-100.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.8% | +4.6% |
| 7D | +5.9% | +2.4% | +3.5% | +6.4% |
| 30D | -11.6% | +7.6% | -19.2% | -10.2% |
| 3M | -29.9% | +12.6% | -42.6% | -28.1% |
| 6M | -28.5% | +14.4% | -42.9% | -26.4% |
| YTD | -20.4% | +19.6% | -40.0% | -17.7% |
| 1Y | -33.3% | +33.9% | -67.1% | -28.7% |
| All | -77.5% | +22.6% | -100.1% | -76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling