+449.8%
SOXL vs IBN
+25.1%
+424.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -7.4% |
| 7D | +8.5% | -5.5% | +13.9% | +14.5% |
| 30D | -13.0% | -3.4% | -9.5% | -10.3% |
| 3M | -35.9% | +8.7% | -44.6% | -42.1% |
| 6M | +112.1% | +3.7% | +108.3% | +101.7% |
| YTD | +175.4% | -2.4% | +177.8% | +178.7% |
| 1Y | +304.9% | -8.1% | +313.0% | +324.5% |
| All | +449.8% | +25.1% | +424.7% | +366.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling