+19.5%
QSR vs PLTU
+142.1%
-122.6%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.7% | +2.3% | -2.3% |
| 7D | +0.1% | -11.6% | +11.7% | +0.2% |
| 30D | +5.9% | -4.6% | +10.5% | +5.9% |
| 3M | +10.5% | +33.7% | -23.3% | +9.6% |
| 6M | +7.7% | -9.4% | +17.1% | +7.1% |
| YTD | +16.8% | -34.7% | +51.5% | +16.4% |
| 1Y | +30.9% | -23.2% | +54.1% | +29.5% |
| All | +19.5% | +142.1% | -122.6% | +9.9% |
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