+196.5%
SOXL vs IBB
+86.1%
+110.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.4% | -10.6% | -10.0% |
| 7D | +26.9% | -0.5% | +27.4% | +29.8% |
| 30D | -47.2% | +4.6% | -51.8% | -48.3% |
| 3M | -59.9% | +6.8% | -66.7% | -64.9% |
| 6M | -68.3% | +23.1% | -91.4% | -80.9% |
| YTD | +38.8% | +26.0% | +12.8% | -19.8% |
| 1Y | +48.8% | +30.4% | +18.4% | -21.5% |
| 3Y | +196.5% | +85.4% | +111.1% | -21.7% |
| All | +196.5% | +86.1% | +110.4% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling