+20,415.5%
SOXL vs IAU
+278.1%
+20,137.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.7% | +6.8% | +5.9% |
| 7D | +16.4% | +0.7% | +15.7% | +15.9% |
| 30D | -12.1% | +0.3% | -12.4% | -12.3% |
| 3M | -41.7% | +0.7% | -42.4% | -41.5% |
| 6M | +157.4% | -15.5% | +172.9% | +178.2% |
| YTD | +193.3% | +1.0% | +192.3% | +203.0% |
| 1Y | +355.3% | +19.6% | +335.8% | +350.7% |
| 3Y | +484.2% | +125.4% | +358.7% | +395.8% |
| 5Y | +182.7% | +140.7% | +41.9% | +134.7% |
| 10Y | +4,692.2% | +218.1% | +4,474.1% | +4,076.7% |
| All | +20,415.5% | +278.1% | +20,137.3% | +19,051.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling