+317.7%
SOXL vs DG
+19.2%
+298.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +3.9% | +5.5% |
| 7D | +3.9% | -6.5% | +10.3% | +2.6% |
| 30D | -14.3% | +4.2% | -18.5% | -13.6% |
| 3M | -45.6% | +9.5% | -55.1% | -45.7% |
| 6M | +117.2% | -13.1% | +130.3% | +123.7% |
| YTD | +189.8% | -4.8% | +194.7% | +195.5% |
| 1Y | +317.7% | +20.6% | +297.1% | +316.1% |
| All | +317.7% | +19.2% | +298.6% | +316.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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