+153.5%
QQQM vs PLD
+50.7%
+102.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +0.4% | -2.4% | +2.8% | +1.3% |
| 30D | +0.2% | -2.4% | +2.7% | +1.2% |
| 3M | -2.8% | -3.8% | +1.0% | -1.8% |
| 6M | +18.1% | 0.0% | +18.1% | +17.2% |
| YTD | +17.4% | +9.2% | +8.1% | +12.0% |
| 1Y | +25.7% | +25.9% | -0.2% | +12.5% |
| 3Y | +94.1% | +21.3% | +72.8% | +71.2% |
| 5Y | +94.9% | +14.1% | +80.7% | +73.6% |
| All | +153.5% | +50.7% | +102.8% | +94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling