+52.5%
SOXX vs PLTU
-47.9%
+100.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.5% | +1.3% | -2.8% |
| 7D | -13.7% | -24.5% | +10.8% | -11.9% |
| 30D | -23.6% | -20.2% | -3.4% | -22.3% |
| 3M | -16.9% | +3.1% | -19.9% | -17.1% |
| 6M | -2.4% | +8.7% | -11.2% | -3.8% |
| YTD | +49.8% | -36.2% | +86.1% | +56.2% |
| 1Y | +52.5% | -47.1% | +99.7% | +64.0% |
| All | +52.5% | -47.9% | +100.5% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling