+1,665.9%
PLTR vs QQQM
+152.0%
+1,513.9%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.6% |
| 7D | -4.1% | -0.6% | -3.5% | -3.2% |
| 30D | -2.2% | -1.2% | -1.0% | -0.1% |
| 3M | +27.6% | -0.1% | +27.7% | +27.2% |
| 6M | +10.3% | +18.0% | -7.6% | -17.7% |
| YTD | -5.9% | +16.7% | -22.6% | -28.4% |
| 1Y | +1.7% | +23.0% | -21.3% | -28.2% |
| 3Y | +959.1% | +93.3% | +865.7% | +275.7% |
| 5Y | +536.3% | +96.3% | +440.1% | +137.5% |
| All | +1,665.9% | +152.0% | +1,513.9% | +384.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling