+327.3%
SOXL vs PLTU
+142.1%
+185.2%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.7% | +9.8% | +6.7% |
| 7D | +16.4% | -11.6% | +28.0% | +19.7% |
| 30D | -12.1% | -4.6% | -7.5% | -12.7% |
| 3M | -41.7% | +33.7% | -75.4% | -52.6% |
| 6M | +157.4% | -9.4% | +166.8% | +128.5% |
| YTD | +193.3% | -34.7% | +228.0% | +186.2% |
| 1Y | +355.3% | -23.2% | +378.6% | +309.7% |
| All | +327.3% | +142.1% | +185.2% | +76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling