+108.1%
SOXL vs IBIT
+39.4%
+68.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -3.5% | -7.5% | -8.0% |
| 7D | +26.9% | -9.2% | +36.1% | +37.9% |
| 30D | -47.2% | -15.8% | -31.5% | -36.3% |
| 3M | -59.9% | +8.5% | -68.4% | -60.9% |
| 6M | -68.3% | -13.7% | -54.6% | -62.2% |
| YTD | +38.8% | -21.6% | +60.4% | +77.0% |
| 1Y | +48.8% | -30.0% | +78.7% | +106.6% |
| All | +108.1% | +39.4% | +68.7% | +127.1% |
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