-98.8%
SOXS vs PLTD
-77.5%
-21.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.2% | +8.9% | +9.4% |
| 7D | -28.4% | -4.8% | -23.7% | -24.6% |
| 30D | +19.4% | +16.9% | +2.6% | +12.2% |
| 3M | +28.2% | +2.6% | +25.5% | +29.3% |
| 6M | -37.7% | -36.2% | -1.5% | -18.7% |
| YTD | -91.6% | -19.4% | -72.2% | -91.9% |
| 1Y | -93.1% | -22.5% | -70.5% | -92.9% |
| All | -98.8% | -77.5% | -21.2% | -95.3% |
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