-10.0%
PLTR vs QQQM
+11.6%
-21.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -3.3% |
| 7D | -12.8% | -4.6% | -8.1% | -7.3% |
| 30D | -9.3% | -8.5% | -0.8% | +1.5% |
| 3M | +5.6% | -4.3% | +9.9% | +11.8% |
| 6M | +17.6% | +3.1% | +14.5% | +10.1% |
| YTD | -3.4% | +13.1% | -16.5% | -22.1% |
| 1Y | -10.0% | +12.3% | -22.3% | -25.8% |
| All | -10.0% | +11.6% | -21.6% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 1y: compounded portfolio wealth divided by compounded QQQM 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…
1y analysis · Full analysis span regression · 6 months rolling