+58.0%
QLD vs PLTD
-77.8%
+135.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.6% | -4.3% | +2.0% |
| 7D | +0.6% | +5.9% | -5.4% | +3.0% |
| 30D | -0.1% | -11.6% | +11.5% | -3.9% |
| 3M | -8.4% | -29.9% | +21.6% | -16.3% |
| 6M | +32.2% | -28.5% | +60.7% | +23.7% |
| YTD | +28.9% | -20.4% | +49.3% | +28.4% |
| 1Y | +43.8% | -33.3% | +77.1% | +35.8% |
| All | +58.0% | -77.8% | +135.8% | -1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling