+78.1%
QQQM vs PLD
+0.2%
+78.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | +3.6% | +1.3% | +2.3% | +3.1% |
| 30D | -6.7% | -1.4% | -5.3% | -6.2% |
| 3M | -7.0% | -8.2% | +1.1% | -4.0% |
| 6M | -4.6% | -8.0% | +3.4% | -2.1% |
| YTD | +11.1% | +3.2% | +7.9% | +8.4% |
| 1Y | +12.3% | +7.0% | +5.3% | +7.8% |
| 3Y | +83.6% | +38.3% | +45.4% | +50.2% |
| All | +78.1% | +0.2% | +78.0% | +65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling