+30.4%
QQQ vs PLTD
-77.5%
+108.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -0.8% |
| 7D | +3.6% | -4.8% | +8.4% | +2.7% |
| 30D | -6.7% | +16.9% | -23.6% | -3.5% |
| 3M | -7.0% | +2.6% | -9.6% | -5.7% |
| 6M | -4.7% | -36.2% | +31.6% | -9.9% |
| YTD | +11.1% | -19.4% | +30.5% | +11.8% |
| 1Y | +12.3% | -22.5% | +34.8% | +12.4% |
| All | +30.4% | -77.5% | +108.0% | +2.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling