+1,698.3%
PLTR vs QQQM
+153.2%
+1,545.2%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.1% |
| 7D | -5.3% | +1.5% | -6.8% | -7.5% |
| 30D | -1.0% | -0.7% | -0.3% | +0.2% |
| 3M | +24.8% | +0.4% | +24.4% | +23.1% |
| 6M | +8.4% | +20.1% | -11.7% | -21.5% |
| YTD | -4.2% | +17.2% | -21.4% | -27.6% |
| 1Y | +9.1% | +24.7% | -15.7% | -24.8% |
| 3Y | +1,025.6% | +96.6% | +929.0% | +288.9% |
| 5Y | +565.8% | +95.0% | +470.7% | +149.5% |
| All | +1,698.3% | +153.2% | +1,545.2% | +389.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling