+334.4%
SOXL vs IBIT
+56.7%
+277.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.1% |
| 7D | +3.9% | -3.2% | +7.1% | +6.6% |
| 30D | -14.3% | +22.0% | -36.3% | -28.1% |
| 3M | -45.6% | +21.4% | -67.0% | -53.7% |
| 6M | +117.2% | +9.2% | +108.0% | +106.3% |
| YTD | +189.8% | -11.8% | +201.7% | +218.3% |
| 1Y | +317.7% | -32.7% | +350.4% | +468.9% |
| All | +334.4% | +56.7% | +277.8% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling