+496.1%
PLTR vs QLD
+61.4%
+434.7%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -12.7% | +3.0% | +0.9% |
| 7D | -21.1% | -18.6% | -2.5% | -6.7% |
| 30D | -19.3% | -28.3% | +9.0% | +6.0% |
| 3M | -2.2% | -20.4% | +18.2% | +17.4% |
| 6M | +14.0% | -14.3% | +28.3% | +24.4% |
| YTD | -12.8% | +2.8% | -15.6% | -19.7% |
| 1Y | -17.5% | -1.2% | -16.3% | -21.0% |
| 3Y | +720.5% | +135.3% | +585.2% | +262.0% |
| 5Y | +496.1% | +62.6% | +433.5% | +241.0% |
| All | +496.1% | +61.4% | +434.7% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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