+950.4%
PLTR vs SOXX
+216.6%
+733.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.6% | -0.6% |
| 7D | -9.1% | +3.0% | -12.2% | -10.9% |
| 30D | -5.2% | -3.1% | -2.1% | -3.8% |
| 3M | +27.4% | -4.4% | +31.8% | +24.8% |
| 6M | +9.7% | +52.9% | -43.1% | -27.7% |
| YTD | -6.7% | +72.0% | -78.7% | -45.1% |
| 1Y | -0.5% | +105.1% | -105.6% | -49.4% |
| All | +950.4% | +216.6% | +733.8% | +177.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling