+348.8%
SOXL vs IBIT
+58.5%
+290.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.3% |
| 7D | +18.4% | +1.1% | +17.2% | +16.6% |
| 30D | -3.2% | +22.2% | -25.4% | -19.0% |
| 3M | -37.6% | +26.0% | -63.6% | -48.3% |
| 6M | +136.1% | +13.2% | +122.9% | +118.1% |
| YTD | +199.5% | -10.8% | +210.3% | +225.6% |
| 1Y | +363.2% | -29.9% | +393.2% | +512.6% |
| All | +348.8% | +58.5% | +290.3% | +317.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling