+478.6%
SOXL vs IGV
+38.4%
+440.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.3% | +4.9% | +4.6% |
| 7D | +3.9% | -2.9% | +6.8% | +10.2% |
| 30D | -14.3% | -1.5% | -12.8% | -14.3% |
| 3M | -45.6% | +11.7% | -57.3% | -61.0% |
| 6M | +117.2% | +18.4% | +98.8% | +19.9% |
| YTD | +189.8% | -3.9% | +193.8% | +176.2% |
| 1Y | +317.7% | -9.7% | +327.4% | +418.5% |
| 3Y | +478.6% | +38.4% | +440.2% | +158.9% |
| All | +478.6% | +38.4% | +440.2% | +158.9% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling