+162.3%
SOXL vs AVTR
-64.6%
+226.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.5% | +5.7% | +5.6% |
| 7D | +3.9% | -1.1% | +4.9% | +4.7% |
| 30D | -14.3% | +6.3% | -20.6% | -18.9% |
| 3M | -45.6% | +53.3% | -98.9% | -66.0% |
| 6M | +117.2% | +78.6% | +38.5% | +18.0% |
| YTD | +189.8% | +29.2% | +160.6% | +107.7% |
| 1Y | +317.7% | +13.8% | +303.9% | +206.9% |
| 3Y | +478.6% | -27.4% | +506.1% | +534.7% |
| All | +162.3% | -64.6% | +226.9% | +821.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling