+531.1%
PLTR vs SOXQ
+251.3%
+279.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.5% | -0.1% |
| 7D | -9.1% | +2.3% | -11.5% | -11.0% |
| 30D | -5.2% | -3.9% | -1.3% | -2.8% |
| 3M | +27.4% | -4.7% | +32.1% | +24.9% |
| 6M | +9.7% | +47.9% | -38.1% | -31.9% |
| YTD | -6.7% | +64.3% | -71.0% | -48.5% |
| 1Y | -0.5% | +95.7% | -96.2% | -53.8% |
| 3Y | +996.2% | +231.5% | +764.7% | +172.3% |
| 5Y | +531.1% | +255.0% | +276.1% | +48.0% |
| All | +531.1% | +251.3% | +279.8% | +48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling