+484.2%
SOXL vs D
+65.5%
+418.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.6% | +4.5% | +5.2% |
| 7D | +16.4% | +0.8% | +15.6% | +16.6% |
| 30D | -12.1% | -0.7% | -11.4% | -12.3% |
| 3M | -41.7% | +2.1% | -43.8% | -41.4% |
| 6M | +157.4% | +6.8% | +150.6% | +161.2% |
| YTD | +193.3% | +16.5% | +176.8% | +201.7% |
| 1Y | +355.3% | +19.2% | +336.2% | +369.8% |
| 3Y | +484.2% | +61.9% | +422.3% | +472.6% |
| All | +484.2% | +65.5% | +418.6% | +472.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 3y: compounded portfolio wealth divided by compounded D 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…
3y analysis · Full analysis span regression · 6 months rolling