+2.1%
QQQI vs PLTU
-56.7%
+58.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -19.6% | +14.0% | -4.4% |
| 7D | -8.5% | -39.1% | +30.6% | -5.7% |
| 30D | -12.7% | -37.6% | +24.9% | -10.3% |
| 3M | -7.7% | -12.7% | +5.0% | -7.2% |
| 6M | -4.6% | +1.7% | -6.4% | -6.1% |
| YTD | +2.1% | -48.8% | +50.8% | +5.4% |
| 1Y | +2.1% | -56.2% | +58.2% | +6.6% |
| All | +2.1% | -56.7% | +58.8% | +6.6% |
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