+531.1%
PLTR vs QQQM
+92.2%
+438.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -0.3% |
| 7D | -9.1% | -1.3% | -7.9% | -7.2% |
| 30D | -5.2% | -1.4% | -3.8% | -2.8% |
| 3M | +27.4% | +2.2% | +25.2% | +21.8% |
| 6M | +9.7% | +16.9% | -7.1% | -18.0% |
| YTD | -6.7% | +15.7% | -22.4% | -28.9% |
| 1Y | -0.5% | +22.7% | -23.2% | -30.8% |
| 3Y | +996.2% | +93.9% | +902.3% | +261.7% |
| 5Y | +531.1% | +94.6% | +436.6% | +128.2% |
| All | +531.1% | +92.2% | +438.9% | +128.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling