+4,921.3%
SOXL vs IAU
+220.2%
+4,701.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.5% | +4.7% | +4.8% |
| 7D | +3.9% | -2.0% | +5.9% | +5.7% |
| 30D | -14.3% | -1.5% | -12.8% | -13.2% |
| 3M | -45.6% | +3.3% | -48.9% | -46.7% |
| 6M | +117.2% | -16.2% | +133.4% | +154.2% |
| YTD | +189.8% | +0.7% | +189.2% | +204.3% |
| 1Y | +317.7% | +19.2% | +298.5% | +295.7% |
| 3Y | +478.6% | +124.4% | +354.2% | +264.2% |
| 5Y | +169.5% | +140.0% | +29.5% | +58.0% |
| All | +4,921.3% | +220.2% | +4,701.1% | +3,459.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 10y: compounded portfolio wealth divided by compounded IAU 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…
10y analysis · Full analysis span regression · 6 months rolling