+317.7%
SOXL vs IGV
-10.1%
+327.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.3% | +4.9% | +5.0% |
| 7D | +3.9% | -2.9% | +6.8% | +6.1% |
| 30D | -14.3% | -1.5% | -12.8% | -13.7% |
| 3M | -45.6% | +11.7% | -57.3% | -50.6% |
| 6M | +117.2% | +18.4% | +98.8% | +80.9% |
| YTD | +189.8% | -3.9% | +193.8% | +305.0% |
| 1Y | +317.7% | -9.7% | +327.4% | +711.3% |
| All | +317.7% | -10.1% | +327.9% | +711.3% |
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