+55.9%
SOXL vs AGI
-1.1%
+57.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +10.8% | -19.6% | -16.8% |
| 7D | -37.9% | -5.3% | -32.6% | -35.5% |
| 30D | -59.4% | -7.1% | -52.3% | -56.9% |
| 3M | -52.3% | +4.4% | -56.7% | -54.5% |
| 6M | -47.7% | -23.0% | -24.7% | -35.4% |
| YTD | +58.8% | -22.0% | +80.8% | +84.2% |
| 1Y | +55.9% | +0.3% | +55.6% | +16.2% |
| All | +55.9% | -1.1% | +57.0% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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