+55.9%
SOXL vs EWT
+54.0%
+1.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.2% | -7.6% | -4.5% |
| 7D | -37.9% | -10.9% | -27.0% | -4.4% |
| 30D | -59.4% | -17.7% | -41.7% | -13.6% |
| 3M | -52.3% | -5.0% | -47.3% | -36.4% |
| 6M | -47.7% | +7.4% | -55.1% | -35.9% |
| YTD | +58.8% | +52.8% | +5.9% | -41.6% |
| 1Y | +55.9% | +55.2% | +0.7% | -44.3% |
| All | +55.9% | +54.0% | +1.9% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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