+12.5%
QCOM vs PLTD
-77.7%
+90.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.5% | +9.2% | +2.5% |
| 7D | +5.8% | +4.2% | +1.6% | +7.1% |
| 30D | -2.3% | +20.8% | -23.1% | +2.2% |
| 3M | +2.7% | -2.6% | +5.3% | +3.4% |
| 6M | -21.0% | -33.1% | +12.1% | -24.4% |
| YTD | +1.8% | -20.0% | +21.9% | +2.3% |
| 1Y | +2.4% | -21.6% | +24.1% | +2.9% |
| All | +12.5% | -77.7% | +90.2% | -12.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling