+113.9%
SOXX vs PLTU
-18.5%
+132.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -9.0% | +12.5% | +4.2% |
| 7D | +2.2% | -13.6% | +15.8% | +3.1% |
| 30D | -2.0% | +16.7% | -18.7% | -3.7% |
| 3M | -13.7% | +29.6% | -43.3% | -16.3% |
| 6M | +52.4% | -0.1% | +52.5% | +49.2% |
| YTD | +72.8% | -31.5% | +104.3% | +78.0% |
| 1Y | +113.9% | -19.7% | +133.6% | +118.3% |
| All | +113.9% | -18.5% | +132.4% | +118.3% |
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