+357.4%
SOXL vs FISV
-61.2%
+418.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.4% | +10.0% |
| 7D | +5.3% | -0.3% | +5.7% | +5.1% |
| 30D | -11.2% | -2.1% | -9.1% | -11.7% |
| 3M | -55.4% | -5.7% | -49.6% | -54.0% |
| 6M | +107.1% | -15.3% | +122.5% | +112.2% |
| YTD | +179.0% | -21.1% | +200.1% | +185.1% |
| 1Y | +357.4% | -61.1% | +418.4% | +321.1% |
| All | +357.4% | -61.2% | +418.6% | +321.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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