+590.3%
PLTR vs SOXQ
+288.7%
+301.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -3.3% |
| 7D | -5.3% | +5.3% | -10.6% | -9.3% |
| 30D | -1.0% | -3.7% | +2.7% | +1.3% |
| 3M | +24.8% | -7.8% | +32.6% | +26.1% |
| 6M | +8.4% | +58.4% | -50.0% | -36.5% |
| YTD | -4.2% | +68.1% | -72.3% | -47.8% |
| 1Y | +9.1% | +105.4% | -96.3% | -51.0% |
| 3Y | +1,025.6% | +239.2% | +786.4% | +180.4% |
| 5Y | +565.8% | +266.9% | +298.8% | +60.8% |
| All | +590.3% | +288.7% | +301.6% | +63.0% |
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 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