+357.4%
SOXL vs BWA
+59.1%
+298.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.8% | +7.1% | +5.7% |
| 7D | +5.3% | +5.7% | -0.3% | -2.9% |
| 30D | -11.2% | +1.4% | -12.6% | -12.8% |
| 3M | -55.4% | -12.1% | -43.3% | -42.5% |
| 6M | +107.1% | +28.6% | +78.6% | +90.1% |
| YTD | +179.0% | +51.1% | +127.9% | +113.4% |
| 1Y | +357.4% | +55.9% | +301.5% | +248.1% |
| All | +357.4% | +59.1% | +298.3% | +248.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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