+2.3%
QCOM vs PLTD
-16.1%
+18.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.4% | +2.9% | +5.7% |
| 7D | -5.3% | +14.4% | -19.8% | -3.1% |
| 30D | -4.2% | +8.6% | -12.9% | -2.4% |
| 3M | +7.0% | -9.2% | +16.3% | +6.6% |
| 6M | +3.8% | -29.5% | +33.3% | +1.0% |
| YTD | +2.8% | -20.2% | +23.0% | +3.2% |
| 1Y | +2.3% | -16.5% | +18.8% | +4.6% |
| All | +2.3% | -16.1% | +18.4% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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