+12.1%
QLD vs PLTD
-16.7%
+28.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.5% |
| 7D | +12.5% | -9.8% | +22.2% | +9.2% |
| 30D | -15.7% | +18.9% | -34.6% | -10.7% |
| 3M | -11.9% | -4.2% | -7.7% | -11.1% |
| 6M | -10.3% | -34.8% | +24.6% | -15.0% |
| YTD | +15.6% | -21.1% | +36.7% | +22.2% |
| 1Y | +12.1% | -19.3% | +31.4% | +21.8% |
| All | +12.1% | -16.7% | +28.8% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling