-48.8%
QID vs PLTU
+129.7%
-178.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.4% | +6.7% | +1.5% |
| 7D | +2.7% | -17.7% | +20.5% | -0.8% |
| 30D | +3.3% | -12.5% | +15.8% | +1.7% |
| 3M | -5.5% | +39.5% | -45.0% | +5.5% |
| 6M | -28.4% | -7.0% | -21.4% | -24.0% |
| YTD | -26.6% | -38.1% | +11.5% | -27.0% |
| 1Y | -34.1% | -36.0% | +1.9% | -31.2% |
| All | -48.8% | +129.7% | -178.5% | -7.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling