-33.3%
PLTD vs SOXQ
+111.3%
-144.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.4% | +1.3% | +5.6% |
| 7D | +5.9% | +2.3% | +3.6% | +6.6% |
| 30D | -11.6% | -2.3% | -9.4% | -12.0% |
| 3M | -29.9% | -13.8% | -16.2% | -30.8% |
| 6M | -28.5% | +48.6% | -77.1% | -4.9% |
| YTD | -20.4% | +66.0% | -86.4% | +17.6% |
| 1Y | -33.3% | +107.9% | -141.1% | +13.4% |
| All | -33.3% | +111.3% | -144.6% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling