+317.7%
SOXL vs BSX
-59.2%
+377.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.5% | +5.2% |
| 7D | +3.9% | -10.1% | +14.0% | +2.3% |
| 30D | -14.3% | -16.4% | +2.1% | -16.6% |
| 3M | -45.6% | -8.9% | -36.7% | -44.6% |
| 6M | +117.2% | -38.3% | +155.5% | +148.0% |
| YTD | +189.8% | -54.9% | +244.8% | +258.1% |
| 1Y | +317.7% | -58.8% | +376.5% | +412.8% |
| All | +317.7% | -59.2% | +377.0% | +412.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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