-46.0%
QID vs PLTD
-77.7%
+31.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.5% | -1.3% | -4.7% |
| 7D | -0.8% | +4.2% | -5.0% | -2.1% |
| 30D | +20.1% | +20.8% | -0.8% | +12.3% |
| 3M | +11.8% | -2.6% | +14.4% | +12.5% |
| 6M | +5.5% | -33.1% | +38.6% | +17.4% |
| YTD | -21.5% | -20.0% | -1.5% | -21.1% |
| 1Y | -22.6% | -21.6% | -1.0% | -21.6% |
| All | -46.0% | -77.7% | +31.7% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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