-59.9%
SOXL vs IBIT
+8.3%
-68.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -3.5% | -7.5% | -6.1% |
| 7D | +26.9% | -9.2% | +36.1% | +44.6% |
| 30D | -47.2% | -15.8% | -31.5% | -28.7% |
| 3M | -59.9% | +8.5% | -68.4% | -45.3% |
| All | -59.9% | +8.3% | -68.1% | -45.3% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling