-10.0%
PLTR vs SOXX
+50.4%
-60.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.4% |
| 7D | -12.8% | -13.7% | +0.9% | -9.6% |
| 30D | -9.3% | -23.6% | +14.3% | -3.9% |
| 3M | +5.6% | -16.9% | +22.4% | +9.8% |
| 6M | +17.6% | -2.4% | +20.0% | +10.5% |
| YTD | -3.4% | +49.8% | -53.2% | -31.9% |
| 1Y | -10.0% | +52.5% | -62.5% | -38.2% |
| All | -10.0% | +50.4% | -60.4% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXX.
Daily Out/Under-Performance
Portfolio return minus SOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXX 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 1y: compounded portfolio wealth divided by compounded SOXX 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…
1y analysis · Full analysis span regression · 6 months rolling