-50.0%
QID vs PLTU
+140.2%
-190.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.3% |
| 7D | -1.9% | -0.8% | -1.2% | -1.8% |
| 30D | +1.7% | -8.8% | +10.5% | +0.9% |
| 3M | -3.9% | +41.7% | -45.6% | +7.5% |
| 6M | -30.0% | -9.3% | -20.7% | -26.2% |
| YTD | -28.2% | -35.2% | +7.0% | -28.1% |
| 1Y | -35.6% | -29.5% | -6.2% | -31.4% |
| All | -50.0% | +140.2% | -190.2% | -8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling