+357.4%
SOXL vs BNS
+50.5%
+306.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.2% | +11.0% | +12.6% |
| 7D | +5.3% | +1.5% | +3.8% | +1.0% |
| 30D | -11.2% | +6.0% | -17.2% | -23.0% |
| 3M | -55.4% | +16.3% | -71.7% | -69.3% |
| 6M | +107.1% | +27.3% | +79.8% | +11.3% |
| YTD | +179.0% | +28.5% | +150.5% | +49.9% |
| 1Y | +357.4% | +49.0% | +308.4% | +107.8% |
| All | +357.4% | +50.5% | +306.9% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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