+55.9%
SOXL vs ETR
+18.4%
+37.5%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.7% | -11.5% | -10.5% |
| 7D | -37.9% | +3.7% | -41.6% | -39.6% |
| 30D | -59.4% | +11.0% | -70.4% | -62.9% |
| 3M | -52.3% | +3.4% | -55.7% | -53.4% |
| 6M | -47.7% | -3.3% | -44.4% | -46.4% |
| YTD | +58.8% | +23.3% | +35.5% | +6.4% |
| 1Y | +55.9% | +19.2% | +36.7% | +14.3% |
| All | +55.9% | +18.4% | +37.5% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 ETR 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