+15.1%
QCOM vs PLTU
+131.7%
-116.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | +13.0% | +21.9% | -8.9% | +10.6% |
| 30D | +0.2% | -35.3% | +35.4% | +4.4% |
| 3M | +9.2% | -7.7% | +16.9% | +9.3% |
| 6M | -15.0% | +24.2% | -39.2% | -19.4% |
| YTD | +5.2% | -37.5% | +42.7% | +5.0% |
| 1Y | +2.4% | -43.6% | +45.9% | +2.9% |
| All | +15.1% | +131.7% | -116.6% | -12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling