-99.9%
SOXS vs PLTD
-77.2%
-22.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.2% |
| 7D | -16.6% | -0.9% | -15.6% | -16.8% |
| 30D | -4.4% | +1.3% | -5.7% | -6.7% |
| 3M | -26.2% | -32.9% | +6.6% | -10.2% |
| 6M | -99.3% | -24.9% | -74.4% | -99.2% |
| YTD | -99.5% | -18.2% | -81.3% | -99.6% |
| 1Y | -99.8% | -28.7% | -71.1% | -99.8% |
| All | -99.9% | -77.2% | -22.7% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling