-50.9%
QID vs PLTD
-77.3%
+26.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.6% |
| 7D | -2.7% | +4.5% | -7.3% | -4.5% |
| 30D | +1.8% | -0.7% | +2.5% | +1.7% |
| 3M | -2.2% | -31.0% | +28.9% | +8.1% |
| 6M | -32.1% | -24.8% | -7.3% | -28.8% |
| YTD | -28.6% | -18.6% | -10.0% | -28.7% |
| 1Y | -36.3% | -31.8% | -4.5% | -31.6% |
| All | -50.9% | -77.3% | +26.4% | -12.7% |
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