-77.0%
PLTD vs SOXQ
+140.6%
-217.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +3.0% |
| 7D | +4.5% | +5.3% | -0.8% | +7.5% |
| 30D | -0.7% | -3.7% | +3.0% | -2.8% |
| 3M | -31.0% | -7.8% | -23.2% | -32.2% |
| 6M | -24.8% | +58.4% | -83.2% | +15.3% |
| YTD | -18.6% | +68.1% | -86.7% | +33.3% |
| 1Y | -31.8% | +105.4% | -137.2% | +39.5% |
| All | -77.0% | +140.6% | -217.6% | -36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling