+1.8%
QCOM vs PLTU
+90.0%
-88.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -19.6% | +10.1% | -7.4% |
| 7D | -15.5% | -39.1% | +23.6% | -11.0% |
| 30D | -13.4% | -37.6% | +24.2% | -9.3% |
| 3M | 0.0% | -12.7% | +12.8% | +0.7% |
| 6M | -15.2% | +1.7% | -16.9% | -17.8% |
| YTD | -6.9% | -48.8% | +41.8% | -5.1% |
| 1Y | -11.0% | -56.2% | +45.2% | -8.2% |
| All | +1.8% | +90.0% | -88.2% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling