+4,921.3%
SOXL vs AEIS
+562.2%
+4,359.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.9% | +0.3% | -3.3% |
| 7D | +3.9% | +2.3% | +1.6% | 0.0% |
| 30D | -14.3% | -14.8% | +0.5% | +13.2% |
| 3M | -45.6% | -15.6% | -30.0% | -17.1% |
| 6M | +117.2% | -8.7% | +125.9% | +206.1% |
| YTD | +189.8% | +37.3% | +152.5% | +102.0% |
| 1Y | +317.7% | +80.3% | +237.4% | +86.7% |
| 3Y | +478.6% | +177.9% | +300.7% | +78.0% |
| 5Y | +169.5% | +235.8% | -66.3% | -3.5% |
| All | +4,921.3% | +562.2% | +4,359.1% | +901.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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