+37.8%
QQQM vs PLTD
-77.3%
+115.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | +0.3% |
| 7D | +1.5% | +4.5% | -3.0% | +2.4% |
| 30D | -0.7% | -0.7% | +0.1% | -0.6% |
| 3M | +0.4% | -31.0% | +31.5% | -4.4% |
| 6M | +20.1% | -24.8% | +44.9% | +17.3% |
| YTD | +17.2% | -18.6% | +35.8% | +17.5% |
| 1Y | +24.7% | -31.8% | +56.6% | +21.3% |
| All | +37.8% | -77.3% | +115.1% | +7.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling