+357.4%
SOXL vs IBIT
-28.1%
+385.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.4% | +12.3% | +12.4% |
| 7D | +5.3% | +3.0% | +2.3% | +1.5% |
| 30D | -11.2% | +23.1% | -34.3% | -30.8% |
| 3M | -55.4% | +25.6% | -80.9% | -64.4% |
| 6M | +107.1% | +9.1% | +98.0% | +91.9% |
| YTD | +179.0% | -8.9% | +187.9% | +201.2% |
| 1Y | +357.4% | -27.5% | +384.8% | +660.9% |
| All | +357.4% | -28.1% | +385.5% | +660.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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