+55.9%
SOXL vs BROS
-18.6%
+74.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -9.3% |
| 7D | -37.9% | +2.5% | -40.4% | -38.5% |
| 30D | -59.4% | +15.1% | -74.5% | -62.3% |
| 3M | -52.3% | -31.4% | -20.9% | -42.5% |
| 6M | -47.7% | -22.6% | -25.1% | -44.7% |
| YTD | +58.8% | -28.1% | +86.9% | +72.8% |
| 1Y | +55.9% | -20.3% | +76.2% | +56.9% |
| All | +55.9% | -18.6% | +74.5% | +56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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