-19.7%
PLTU vs SOXQ
+111.3%
-131.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +3.4% | -12.4% | -10.9% |
| 7D | -13.6% | +2.3% | -15.9% | -14.9% |
| 30D | +16.7% | -2.3% | +18.9% | +17.9% |
| 3M | +29.6% | -13.8% | +43.3% | +33.9% |
| 6M | -0.1% | +48.6% | -48.7% | -45.9% |
| YTD | -31.5% | +66.0% | -97.5% | -69.9% |
| 1Y | -19.7% | +107.9% | -127.6% | -70.2% |
| All | -19.7% | +111.3% | -131.1% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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