+1,645.9%
PLTR vs SOXX
+434.3%
+1,211.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.6% | -0.1% |
| 7D | -9.1% | +3.0% | -12.2% | -11.4% |
| 30D | -5.2% | -3.1% | -2.1% | -3.5% |
| 3M | +27.4% | -4.4% | +31.8% | +24.4% |
| 6M | +9.7% | +52.9% | -43.1% | -32.5% |
| YTD | -6.7% | +72.0% | -78.7% | -49.4% |
| 1Y | -0.5% | +105.1% | -105.6% | -54.1% |
| 3Y | +996.2% | +220.6% | +775.6% | +212.0% |
| 5Y | +531.1% | +244.8% | +286.3% | +73.8% |
| All | +1,645.9% | +434.3% | +1,211.6% | +266.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling