+143.1%
SOXX vs PLTU
+133.3%
+9.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.7% |
| 7D | +1.4% | -8.1% | +9.5% | +2.4% |
| 30D | -3.6% | -7.0% | +3.5% | -3.3% |
| 3M | -10.2% | +40.0% | -50.2% | -16.4% |
| 6M | +54.2% | -6.0% | +60.2% | +48.2% |
| YTD | +75.2% | -37.1% | +112.3% | +76.0% |
| 1Y | +107.5% | -33.1% | +140.6% | +103.2% |
| All | +143.1% | +133.3% | +9.7% | +73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling