+357.4%
SOXL vs IGV
-1.8%
+359.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.2% | +12.1% | +11.6% |
| 7D | +5.3% | -4.5% | +9.8% | +9.0% |
| 30D | -11.2% | +3.2% | -14.4% | -14.0% |
| 3M | -55.4% | +4.5% | -59.9% | -55.6% |
| 6M | +107.1% | +22.1% | +85.0% | +67.1% |
| YTD | +179.0% | -1.0% | +180.1% | +276.0% |
| 1Y | +357.4% | -2.1% | +359.5% | +711.9% |
| All | +357.4% | -1.8% | +359.2% | +711.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 1y: compounded portfolio wealth divided by compounded IGV 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…
1y analysis · Full analysis span regression · 6 months rolling