+35.9%
QQQM vs PLTD
-76.7%
+112.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.3% | -0.7% |
| 7D | -1.3% | +9.9% | -11.2% | +0.5% |
| 30D | -1.4% | +3.8% | -5.2% | -0.5% |
| 3M | +2.2% | -32.3% | +34.5% | -3.2% |
| 6M | +16.9% | -25.9% | +42.7% | +13.8% |
| YTD | +15.7% | -16.4% | +32.1% | +16.5% |
| 1Y | +22.7% | -25.2% | +47.8% | +21.7% |
| All | +35.9% | -76.7% | +112.6% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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