+497.9%
SOXL vs DAR
+9.6%
+488.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +1.7% |
| 7D | +18.4% | -0.2% | +18.5% | +18.4% |
| 30D | -3.2% | +7.4% | -10.6% | -8.2% |
| 3M | -37.6% | +15.7% | -53.3% | -44.1% |
| 6M | +136.1% | +30.0% | +106.0% | +93.5% |
| YTD | +199.5% | +87.5% | +111.9% | +91.0% |
| 1Y | +363.2% | +113.4% | +249.9% | +166.7% |
| All | +497.9% | +9.6% | +488.3% | +519.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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