-37.7%
SOXS vs PLTD
-34.3%
-3.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.2% | +8.9% | +9.6% |
| 7D | -28.4% | -4.8% | -23.7% | -25.3% |
| 30D | +19.4% | +16.9% | +2.6% | +16.3% |
| 3M | +28.2% | +2.6% | +25.5% | +27.9% |
| 6M | -37.7% | -36.2% | -1.5% | -34.3% |
| All | -37.7% | -34.3% | -3.4% | -34.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling