+80.7%
QQQ vs PLD
+31.5%
+49.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.6% | +1.7% |
| 7D | -5.0% | -0.8% | -4.2% | -4.8% |
| 30D | -13.4% | -0.3% | -13.1% | -13.4% |
| 3M | -8.1% | -8.0% | -0.1% | -6.1% |
| 6M | -5.5% | -9.8% | +4.3% | -3.3% |
| YTD | +7.2% | +1.8% | +5.4% | +5.6% |
| 1Y | +7.8% | +5.6% | +2.2% | +4.9% |
| 3Y | +80.7% | +33.3% | +47.5% | +60.4% |
| All | +80.7% | +31.5% | +49.3% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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