+22.6%
QQQ vs PLTU
-35.5%
+58.1%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | -0.8% |
| 7D | -1.3% | -17.7% | +16.5% | 0.0% |
| 30D | -1.4% | -12.5% | +11.2% | -0.7% |
| 3M | +2.3% | +39.5% | -37.2% | -1.7% |
| 6M | +16.9% | -7.0% | +23.9% | +14.9% |
| YTD | +15.6% | -38.1% | +53.7% | +17.7% |
| 1Y | +22.6% | -36.0% | +58.6% | +24.3% |
| All | +22.6% | -35.5% | +58.1% | +24.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling