+24.3%
QLD vs PLTU
+90.0%
-65.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -19.6% | +6.9% | -8.9% |
| 7D | -18.6% | -39.1% | +20.5% | -10.5% |
| 30D | -28.3% | -37.6% | +9.3% | -21.8% |
| 3M | -20.4% | -12.7% | -7.7% | -19.5% |
| 6M | -14.3% | +1.7% | -16.0% | -19.6% |
| YTD | +2.8% | -48.8% | +51.5% | +7.2% |
| 1Y | -1.2% | -56.2% | +54.9% | +5.5% |
| All | +24.3% | +90.0% | -65.7% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling