+13.2%
QCOM vs PLTD
-77.5%
+90.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -2.2% |
| 7D | +4.3% | -4.8% | +9.0% | +3.3% |
| 30D | -0.1% | +16.9% | -16.9% | +3.9% |
| 3M | +5.2% | +2.6% | +2.6% | +7.1% |
| 6M | -18.4% | -36.2% | +17.9% | -22.6% |
| YTD | +2.4% | -19.4% | +21.8% | +3.1% |
| 1Y | +0.9% | -22.5% | +23.4% | +1.0% |
| All | +13.2% | -77.5% | +90.7% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling