+145.0%
SOXX vs PLTD
-76.9%
+221.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.6% | +1.7% |
| 7D | +1.4% | +4.2% | -2.9% | +2.4% |
| 30D | -3.6% | +0.7% | -4.3% | -3.2% |
| 3M | -10.2% | -32.4% | +22.2% | -16.3% |
| 6M | +54.2% | -26.2% | +80.4% | +48.5% |
| YTD | +75.2% | -17.0% | +92.2% | +76.6% |
| 1Y | +107.5% | -26.7% | +134.2% | +104.9% |
| All | +145.0% | -76.9% | +221.9% | +77.6% |
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