+29.9%
QQQI vs PLTU
+133.3%
-103.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.8% |
| 7D | -0.3% | -8.1% | +7.8% | +0.3% |
| 30D | -0.3% | -7.0% | +6.8% | 0.0% |
| 3M | +1.3% | +40.0% | -38.7% | -3.4% |
| 6M | +11.5% | -6.0% | +17.5% | +8.7% |
| YTD | +11.3% | -37.1% | +48.4% | +11.6% |
| 1Y | +16.9% | -33.1% | +50.0% | +15.0% |
| All | +29.9% | +133.3% | -103.4% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling