+13.1%
QCOM vs PLTU
+142.1%
-129.0%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.7% | +7.8% | +3.6% |
| 7D | +5.1% | -11.6% | +16.6% | +6.0% |
| 30D | +4.3% | -4.6% | +8.9% | +4.2% |
| 3M | -19.6% | +33.7% | -53.3% | -23.6% |
| 6M | +29.5% | -9.4% | +38.9% | +25.8% |
| YTD | +3.4% | -34.7% | +38.1% | +3.0% |
| 1Y | +10.9% | -23.2% | +34.1% | +6.9% |
| All | +13.1% | +142.1% | -129.0% | -13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling