+2.3%
QCOM vs PLTU
-47.9%
+50.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.5% | +9.8% | +5.7% |
| 7D | -5.3% | -24.5% | +19.2% | -3.2% |
| 30D | -4.2% | -20.2% | +16.0% | -2.5% |
| 3M | +7.0% | +3.1% | +4.0% | +6.5% |
| 6M | +3.8% | +8.7% | -4.9% | +0.8% |
| YTD | +2.8% | -36.2% | +39.1% | +3.0% |
| 1Y | +2.3% | -47.1% | +49.4% | +4.0% |
| All | +2.3% | -47.9% | +50.2% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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