+9.8%
QS vs PLTU
+154.0%
-144.2%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.0% | +9.6% | +2.5% |
| 7D | -2.3% | -13.6% | +11.3% | +0.2% |
| 30D | -0.7% | +16.7% | -17.4% | -5.0% |
| 3M | -39.6% | +29.6% | -69.2% | -45.5% |
| 6M | -21.7% | -0.1% | -21.6% | -27.4% |
| YTD | -47.4% | -31.5% | -15.9% | -47.9% |
| 1Y | -28.4% | -19.7% | -8.6% | -32.9% |
| All | +9.8% | +154.0% | -144.2% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling