+26.0%
QLD vs PLTD
-75.6%
+101.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +9.5% | -22.2% | -9.1% |
| 7D | -18.6% | +25.1% | -43.6% | -10.6% |
| 30D | -28.3% | +21.0% | -49.3% | -21.8% |
| 3M | -20.4% | -2.9% | -17.4% | -19.3% |
| 6M | -14.3% | -27.8% | +13.5% | -19.3% |
| YTD | +2.8% | -12.6% | +15.4% | +7.9% |
| 1Y | -1.2% | -9.8% | +8.6% | +6.8% |
| All | +26.0% | -75.6% | +101.6% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling