-26.7%
PLTD vs SOXQ
+98.3%
-125.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.2% |
| 7D | +4.2% | +0.8% | +3.5% | +4.5% |
| 30D | +0.7% | -4.6% | +5.3% | -0.5% |
| 3M | -32.4% | -10.2% | -22.2% | -32.4% |
| 6M | -26.2% | +49.7% | -75.9% | -1.3% |
| YTD | -17.0% | +67.2% | -84.3% | +23.1% |
| 1Y | -26.7% | +98.0% | -124.7% | +24.0% |
| All | -26.7% | +98.3% | -125.0% | +24.0% |
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