+3.6%
QCOM vs PLTD
-16.9%
+20.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.7% | +4.7% | +2.6% |
| 7D | +2.0% | -1.6% | +3.5% | +1.9% |
| 30D | +1.2% | +18.5% | -17.2% | +4.5% |
| 3M | +9.1% | -2.4% | +11.6% | +10.0% |
| 6M | -25.0% | -34.6% | +9.6% | -27.3% |
| YTD | +4.8% | -21.4% | +26.3% | +5.5% |
| 1Y | +3.6% | -16.8% | +20.4% | +7.3% |
| All | +3.6% | -16.9% | +20.5% | +7.3% |
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