-99.9%
SOXS vs PLTD
-76.9%
-23.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -4.8% | -5.1% |
| 7D | -4.7% | +4.2% | -9.0% | -7.4% |
| 30D | +7.7% | +0.7% | +7.0% | +5.9% |
| 3M | -10.2% | -32.4% | +22.2% | +8.8% |
| 6M | -99.2% | -26.2% | -73.0% | -99.2% |
| YTD | -99.5% | -17.0% | -82.5% | -99.6% |
| 1Y | -99.8% | -26.7% | -73.1% | -99.7% |
| All | -99.9% | -76.9% | -23.1% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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