+14.7%
QCOM vs PLTU
+134.3%
-119.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.3% | -2.5% | +1.3% |
| 7D | +2.0% | -0.9% | +2.9% | +2.0% |
| 30D | +1.2% | -34.7% | +35.9% | +5.4% |
| 3M | +9.1% | -10.8% | +19.9% | +9.6% |
| 6M | -25.0% | +24.1% | -49.0% | -28.8% |
| YTD | +4.8% | -36.8% | +41.7% | +4.5% |
| 1Y | +3.6% | -47.0% | +50.6% | +4.9% |
| All | +14.7% | +134.3% | -119.6% | -12.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling