+19,165.6%
SOXL vs FISV
+289.6%
+18,876.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.6% | -8.6% | -8.8% |
| 7D | +8.5% | -7.2% | +15.7% | +18.4% |
| 30D | -13.0% | -7.2% | -5.8% | -6.6% |
| 3M | -35.9% | -8.2% | -27.8% | -40.7% |
| 6M | +112.1% | -17.7% | +129.7% | +111.6% |
| YTD | +175.4% | -27.2% | +202.6% | +212.3% |
| 1Y | +304.9% | -63.0% | +367.8% | +754.8% |
| 3Y | +448.6% | -59.8% | +508.3% | +653.8% |
| 5Y | +156.1% | -55.8% | +211.9% | +224.6% |
| 10Y | +4,957.3% | -2.4% | +4,959.7% | +1,157.0% |
| All | +19,165.6% | +289.6% | +18,876.0% | +64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling