+42.6%
QLD vs PLTD
-78.1%
+120.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.9% | +6.6% | +3.9% |
| 7D | -1.2% | -1.6% | +0.4% | -0.9% |
| 30D | -15.7% | +18.5% | -34.2% | -8.8% |
| 3M | -10.0% | -2.4% | -7.6% | -8.8% |
| 6M | -11.2% | -34.6% | +23.4% | -19.3% |
| YTD | +16.4% | -21.4% | +37.8% | +17.5% |
| 1Y | +12.7% | -16.8% | +29.4% | +18.0% |
| All | +42.6% | -78.1% | +120.7% | -9.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling