+297.0%
SOXL vs IBIT
-32.4%
+329.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.4% | -6.7% | -6.6% |
| 7D | +8.5% | -5.8% | +14.2% | +15.0% |
| 30D | -13.0% | +21.5% | -34.5% | -31.5% |
| 3M | -35.9% | +24.5% | -60.4% | -49.8% |
| 6M | +112.1% | +10.0% | +102.1% | +94.9% |
| YTD | +175.4% | -12.0% | +187.4% | +208.0% |
| All | +297.0% | -32.4% | +329.4% | +575.3% |
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