+577.9%
PLTR vs SOXQ
+286.7%
+291.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.6% |
| 7D | -4.1% | +0.8% | -4.8% | -4.7% |
| 30D | -2.2% | -4.6% | +2.3% | +0.9% |
| 3M | +27.6% | -10.2% | +37.7% | +32.3% |
| 6M | +10.3% | +49.7% | -39.4% | -31.8% |
| YTD | -5.9% | +67.2% | -73.2% | -48.5% |
| 1Y | +1.7% | +98.0% | -96.3% | -52.8% |
| 3Y | +959.1% | +237.2% | +721.9% | +165.1% |
| 5Y | +536.3% | +261.3% | +275.0% | +54.9% |
| All | +577.9% | +286.7% | +291.2% | +60.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling