+55.9%
SOXL vs IBB
+42.2%
+13.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.6% | -11.4% | -12.7% |
| 7D | -37.9% | +2.2% | -40.1% | -39.9% |
| 30D | -59.4% | +6.3% | -65.7% | -62.7% |
| 3M | -52.3% | +16.3% | -68.6% | -64.0% |
| 6M | -47.7% | +30.0% | -77.7% | -69.1% |
| YTD | +58.8% | +31.1% | +27.6% | -6.5% |
| 1Y | +55.9% | +42.0% | +13.9% | -19.6% |
| All | +55.9% | +42.2% | +13.7% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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