+478.6%
SOXL vs AVTR
-27.0%
+505.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.5% |
| 7D | +3.9% | -1.1% | +4.9% | +4.5% |
| 30D | -14.3% | +6.3% | -20.6% | -17.4% |
| 3M | -45.6% | +53.3% | -98.9% | -60.8% |
| 6M | +117.2% | +78.6% | +38.5% | +41.9% |
| YTD | +189.8% | +29.2% | +160.6% | +131.1% |
| 1Y | +317.7% | +13.8% | +303.9% | +239.0% |
| 3Y | +478.6% | -27.4% | +506.1% | +579.3% |
| All | +478.6% | -27.0% | +505.6% | +579.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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