-7.3%
QS vs PLTD
-77.7%
+70.4%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.5% | +12.3% | +4.4% |
| 7D | +13.7% | +4.2% | +9.4% | +16.3% |
| 30D | -0.2% | +20.8% | -21.1% | +9.1% |
| 3M | -24.8% | -2.6% | -22.3% | -24.6% |
| 6M | -39.4% | -33.1% | -6.3% | -45.6% |
| YTD | -56.1% | -20.0% | -36.1% | -55.8% |
| 1Y | -72.5% | -21.6% | -50.9% | -72.1% |
| All | -7.3% | -77.7% | +70.4% | -31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling