+19,165.6%
SOXL vs GIS
+78.1%
+19,087.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.0% | -5.0% | -7.1% |
| 7D | +8.5% | -8.4% | +16.9% | +11.3% |
| 30D | -13.0% | -5.2% | -7.8% | -12.1% |
| 3M | -35.9% | +8.2% | -44.1% | -40.4% |
| 6M | +112.1% | -12.0% | +124.1% | +114.1% |
| YTD | +175.4% | -18.9% | +194.3% | +183.8% |
| 1Y | +304.9% | -23.6% | +328.5% | +321.9% |
| 3Y | +448.6% | -37.6% | +486.2% | +479.0% |
| 5Y | +156.1% | -25.2% | +181.3% | +105.5% |
| 10Y | +4,957.3% | -19.3% | +4,976.7% | +3,472.7% |
| All | +19,165.6% | +78.1% | +19,087.4% | +3,213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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