+959.1%
PLTR vs SOXS
-100.0%
+1,059.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.6% | +6.4% | -0.1% |
| 7D | -4.1% | -4.7% | +0.7% | -4.7% |
| 30D | -2.2% | +7.7% | -10.0% | -0.5% |
| 3M | +27.6% | -10.2% | +37.7% | +31.4% |
| 6M | +10.3% | -99.2% | +109.5% | -36.2% |
| YTD | -5.9% | -99.5% | +93.6% | -51.5% |
| 1Y | +1.7% | -99.8% | +101.5% | -54.0% |
| 3Y | +959.1% | -100.0% | +1,059.1% | +175.2% |
| All | +959.1% | -100.0% | +1,059.1% | +175.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXS.
Daily Out/Under-Performance
Portfolio return minus SOXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXS 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 3y: compounded portfolio wealth divided by compounded SOXS 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…
3y analysis · Full analysis span regression · 6 months rolling