+322.3%
SOXL vs PLTU
+133.3%
+188.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.7% | +4.7% |
| 7D | +3.9% | -8.1% | +12.0% | +6.9% |
| 30D | -14.3% | -7.0% | -7.3% | -13.8% |
| 3M | -45.6% | +40.0% | -85.6% | -56.7% |
| 6M | +117.2% | -6.0% | +123.2% | +89.4% |
| YTD | +189.8% | -37.1% | +226.9% | +186.7% |
| 1Y | +317.7% | -33.1% | +350.9% | +300.3% |
| All | +322.3% | +133.3% | +188.9% | +76.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling