+122.7%
PLTU vs SOXQ
+141.9%
-19.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -1.2% |
| 7D | -0.8% | +5.2% | -6.0% | -6.8% |
| 30D | -8.8% | -0.5% | -8.3% | -9.3% |
| 3M | +41.7% | -5.6% | +47.3% | +35.5% |
| 6M | -9.3% | +53.0% | -62.3% | -64.5% |
| YTD | -35.2% | +68.8% | -104.0% | -79.7% |
| 1Y | -29.5% | +105.7% | -135.2% | -84.3% |
| All | +122.7% | +141.9% | -19.2% | -59.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling