+11.6%
PLTR vs SOXX
+117.6%
-105.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.5% | -8.0% | -5.4% |
| 7D | -6.4% | +2.2% | -8.6% | -7.0% |
| 30D | +10.0% | -2.0% | +12.1% | +10.5% |
| 3M | +23.0% | -13.7% | +36.7% | +24.5% |
| 6M | +13.8% | +52.4% | -38.6% | -15.5% |
| YTD | -1.9% | +72.8% | -74.7% | -35.4% |
| 1Y | +11.6% | +113.9% | -102.3% | -34.4% |
| All | +11.6% | +117.6% | -105.9% | -34.4% |
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