+149.8%
QQQM vs PLD
+47.5%
+102.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | -1.3% | -2.8% | +1.6% | -0.1% |
| 30D | -1.4% | -3.6% | +2.3% | +0.1% |
| 3M | +2.2% | -7.1% | +9.3% | +4.7% |
| 6M | +16.9% | +0.2% | +16.7% | +15.9% |
| YTD | +15.7% | +6.9% | +8.8% | +11.3% |
| 1Y | +22.7% | +25.0% | -2.4% | +10.1% |
| 3Y | +93.9% | +20.8% | +73.2% | +71.1% |
| 5Y | +94.6% | +16.2% | +78.4% | +71.7% |
| All | +149.8% | +47.5% | +102.4% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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