-50.2%
QID vs PLTU
+142.1%
-192.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.7% | +5.0% | -0.6% |
| 7D | -2.7% | -11.6% | +8.8% | -4.5% |
| 30D | +1.8% | -4.6% | +6.4% | +1.8% |
| 3M | -2.2% | +33.7% | -35.9% | +8.2% |
| 6M | -32.1% | -9.4% | -22.7% | -28.5% |
| YTD | -28.6% | -34.7% | +6.1% | -28.4% |
| 1Y | -36.3% | -23.2% | -13.1% | -30.7% |
| All | -50.2% | +142.1% | -192.4% | -9.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling