+1,735.1%
PLTR vs QLD
+306.5%
+1,428.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.3% | -4.8% | -4.8% |
| 7D | -6.4% | +0.6% | -7.0% | -6.8% |
| 30D | +10.0% | -0.1% | +10.2% | +10.3% |
| 3M | +23.0% | -8.4% | +31.4% | +29.2% |
| 6M | +13.8% | +32.2% | -18.4% | -12.9% |
| YTD | -1.9% | +28.9% | -30.8% | -23.4% |
| 1Y | +11.6% | +43.8% | -32.2% | -19.8% |
| 3Y | +1,048.4% | +176.6% | +871.8% | +383.4% |
| 5Y | +554.4% | +121.6% | +432.8% | +209.6% |
| All | +1,735.1% | +306.5% | +1,428.6% | +578.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling