+55.9%
QLD vs PLTU
+154.0%
-98.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.0% | +9.4% | +2.0% |
| 7D | +0.6% | -13.6% | +14.1% | +2.8% |
| 30D | -0.1% | +16.7% | -16.8% | -4.0% |
| 3M | -8.4% | +29.6% | -37.9% | -16.4% |
| 6M | +32.2% | -0.1% | +32.3% | +23.3% |
| YTD | +28.9% | -31.5% | +60.4% | +27.8% |
| 1Y | +43.8% | -19.7% | +63.6% | +34.1% |
| All | +55.9% | +154.0% | -98.1% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling