+36.8%
QQQ vs PLTU
+142.1%
-105.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.3% |
| 7D | +1.5% | -11.6% | +13.1% | +2.5% |
| 30D | -0.6% | -4.6% | +4.0% | -0.6% |
| 3M | +0.4% | +33.7% | -33.3% | -4.5% |
| 6M | +20.1% | -9.4% | +29.5% | +17.1% |
| YTD | +17.2% | -34.7% | +51.9% | +17.2% |
| 1Y | +24.7% | -23.2% | +47.9% | +20.5% |
| All | +36.8% | +142.1% | -105.4% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling