+5.9%
QS vs PLTD
-77.2%
+83.1%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.4% | -7.0% | -6.5% |
| 7D | -4.2% | -0.9% | -3.3% | -4.5% |
| 30D | -15.7% | +1.3% | -17.0% | -14.8% |
| 3M | -28.7% | -32.9% | +4.2% | -37.1% |
| 6M | -23.2% | -24.9% | +1.6% | -26.9% |
| YTD | -49.9% | -18.2% | -31.7% | -49.6% |
| 1Y | -38.8% | -28.7% | -10.1% | -40.2% |
| All | +5.9% | -77.2% | +83.1% | -22.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling