+116.3%
PLTU vs SOXQ
+139.7%
-23.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | -0.4% |
| 7D | -8.1% | +0.8% | -8.9% | -9.0% |
| 30D | -7.0% | -4.6% | -2.5% | -2.9% |
| 3M | +40.0% | -10.2% | +50.2% | +44.0% |
| 6M | -6.0% | +49.7% | -55.6% | -61.9% |
| YTD | -37.1% | +67.2% | -104.3% | -80.1% |
| 1Y | -33.1% | +98.0% | -131.1% | -84.1% |
| All | +116.3% | +139.7% | -23.4% | -60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling