-68.3%
SOXL vs IBIT
-14.2%
-54.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -3.5% | -7.5% | -5.8% |
| 7D | +26.9% | -9.2% | +36.1% | +45.9% |
| 30D | -47.2% | -15.8% | -31.5% | -27.7% |
| 3M | -59.9% | +8.5% | -68.4% | -60.6% |
| 6M | -68.3% | -13.7% | -54.6% | -42.4% |
| All | -68.3% | -14.2% | -54.1% | -42.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling