+478.6%
SOXL vs BITO
+149.6%
+329.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +3.9% | -3.4% | +7.3% | +6.4% |
| 30D | -14.3% | +21.4% | -35.7% | -26.2% |
| 3M | -45.6% | +20.5% | -66.1% | -52.4% |
| 6M | +117.2% | +7.4% | +109.8% | +110.4% |
| YTD | +189.8% | -13.9% | +203.7% | +219.7% |
| 1Y | +317.7% | -35.1% | +352.8% | +456.5% |
| 3Y | +478.6% | +156.8% | +321.8% | +394.0% |
| All | +478.6% | +149.6% | +329.0% | +394.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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