+317.7%
SOXL vs BRKR
+75.9%
+241.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.5% | +5.4% |
| 7D | +3.9% | -8.7% | +12.5% | +8.8% |
| 30D | -14.3% | -9.9% | -4.5% | -9.5% |
| 3M | -45.6% | -3.1% | -42.5% | -47.9% |
| 6M | +117.2% | +45.5% | +71.7% | +61.4% |
| YTD | +189.8% | +13.7% | +176.2% | +143.9% |
| 1Y | +317.7% | +67.4% | +250.3% | +200.5% |
| All | +317.7% | +75.9% | +241.8% | +200.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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