+339.6%
SOXL vs IBIT
+58.9%
+280.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +6.6% |
| 7D | +16.4% | +1.4% | +15.0% | +14.4% |
| 30D | -12.1% | +20.6% | -32.7% | -25.6% |
| 3M | -41.7% | +23.7% | -65.4% | -50.9% |
| 6M | +157.4% | +15.0% | +142.4% | +135.2% |
| YTD | +193.3% | -10.6% | +203.9% | +218.3% |
| 1Y | +355.3% | -30.3% | +385.7% | +504.3% |
| All | +339.6% | +58.9% | +280.7% | +308.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling