+357.4%
SOXL vs IAG
+119.5%
+237.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.2% | +12.1% | +11.6% |
| 7D | +5.3% | -0.5% | +5.9% | +5.4% |
| 30D | -11.2% | +28.9% | -40.1% | -29.2% |
| 3M | -55.4% | +19.1% | -74.5% | -60.8% |
| 6M | +107.1% | -10.3% | +117.4% | +112.1% |
| YTD | +179.0% | +24.2% | +154.8% | +135.8% |
| 1Y | +357.4% | +116.5% | +240.9% | +199.1% |
| All | +357.4% | +119.5% | +237.9% | +199.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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