+196.5%
SOXL vs DAR
+33.7%
+162.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +1.1% | -12.1% | -11.8% |
| 7D | +26.9% | +11.6% | +15.3% | +18.3% |
| 30D | -47.2% | -10.2% | -37.0% | -42.4% |
| 3M | -59.9% | -14.8% | -45.0% | -55.2% |
| 6M | -68.3% | -10.1% | -58.3% | -66.0% |
| YTD | +38.8% | +55.5% | -16.7% | +0.6% |
| 1Y | +48.8% | +61.7% | -12.9% | +5.0% |
| 3Y | +196.5% | +37.2% | +159.3% | +119.4% |
| All | +196.5% | +33.7% | +162.8% | +119.4% |
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