+55.9%
SOXL vs PLTU
-47.9%
+103.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.5% | -4.3% | -7.8% |
| 7D | -37.9% | -24.5% | -13.4% | -33.4% |
| 30D | -59.4% | -20.2% | -39.2% | -56.7% |
| 3M | -52.3% | +3.1% | -55.4% | -52.1% |
| 6M | -47.7% | +8.7% | -56.4% | -49.4% |
| YTD | +58.8% | -36.2% | +95.0% | +81.4% |
| 1Y | +55.9% | -47.1% | +103.0% | +101.3% |
| All | +55.9% | -47.9% | +103.8% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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