-99.9%
SOXS vs PLTD
-76.7%
-23.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.3% | +5.8% | +6.6% |
| 7D | -9.4% | +9.9% | -19.3% | -15.5% |
| 30D | +6.2% | +3.8% | +2.3% | +2.0% |
| 3M | -28.0% | -32.3% | +4.3% | -12.7% |
| 6M | -99.2% | -25.9% | -73.3% | -99.1% |
| YTD | -99.5% | -16.4% | -83.1% | -99.5% |
| 1Y | -99.7% | -25.2% | -74.6% | -99.7% |
| All | -99.9% | -76.7% | -23.2% | -99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling