-51.0%
QID vs PLTD
-77.8%
+26.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.0% | -2.0% |
| 7D | -0.6% | +5.9% | -6.6% | -2.9% |
| 30D | 0.0% | -11.6% | +11.6% | +4.0% |
| 3M | +3.7% | -29.9% | +33.7% | +13.9% |
| 6M | -29.9% | -28.5% | -1.3% | -25.0% |
| YTD | -28.8% | -20.4% | -8.4% | -28.3% |
| 1Y | -37.2% | -33.3% | -3.9% | -32.0% |
| All | -51.0% | -77.8% | +26.8% | -12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling