-99.9%
SOXS vs PLTU
+133.3%
-233.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.6% | -7.1% | -5.0% |
| 7D | -4.7% | -8.1% | +3.4% | -7.4% |
| 30D | +7.7% | -7.0% | +14.8% | +6.2% |
| 3M | -10.2% | +40.0% | -50.2% | +9.2% |
| 6M | -99.2% | -6.0% | -93.2% | -99.2% |
| YTD | -99.5% | -37.1% | -62.4% | -99.6% |
| 1Y | -99.8% | -33.1% | -66.6% | -99.7% |
| All | -99.9% | +133.3% | -233.3% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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