+1,660.3%
PLTR vs SOXX
+444.2%
+1,216.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.0% | -0.6% |
| 7D | -4.1% | +1.4% | -5.5% | -5.1% |
| 30D | -2.2% | -3.6% | +1.3% | 0.0% |
| 3M | +27.6% | -10.2% | +37.7% | +31.8% |
| 6M | +10.3% | +54.2% | -43.9% | -32.5% |
| YTD | -5.9% | +75.2% | -81.1% | -49.7% |
| 1Y | +1.7% | +107.5% | -105.8% | -53.4% |
| 3Y | +959.1% | +226.8% | +732.3% | +197.1% |
| 5Y | +536.3% | +251.2% | +285.1% | +72.8% |
| All | +1,660.3% | +444.2% | +1,216.1% | +264.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling