+317.7%
SOXL vs BNY
+59.3%
+258.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +3.9% | -1.3% | +5.2% | +6.2% |
| 30D | -14.3% | -0.2% | -14.1% | -14.4% |
| 3M | -45.6% | +14.9% | -60.5% | -58.4% |
| 6M | +117.2% | +40.0% | +77.2% | +15.3% |
| YTD | +189.8% | +42.0% | +147.9% | +41.9% |
| 1Y | +317.7% | +56.9% | +260.9% | +73.6% |
| All | +317.7% | +59.3% | +258.5% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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