+4.6%
QS vs PLTU
+140.2%
-135.6%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.8% | -5.8% | -6.4% |
| 7D | -4.2% | -0.8% | -3.5% | -4.5% |
| 30D | -15.7% | -8.8% | -6.9% | -14.8% |
| 3M | -28.7% | +41.7% | -70.4% | -37.1% |
| 6M | -23.2% | -9.3% | -14.0% | -27.2% |
| YTD | -49.9% | -35.2% | -14.7% | -49.8% |
| 1Y | -38.8% | -29.5% | -9.3% | -40.9% |
| All | +4.6% | +140.2% | -135.6% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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