+20,848.2%
SOXL vs IGV
+991.3%
+19,856.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +4.3% |
| 7D | +18.4% | -1.5% | +19.9% | +21.2% |
| 30D | -3.2% | -3.0% | -0.1% | -0.4% |
| 3M | -37.6% | +9.6% | -47.2% | -57.7% |
| 6M | +136.1% | +16.1% | +119.9% | +18.4% |
| YTD | +199.5% | -3.6% | +203.1% | +134.7% |
| 1Y | +363.2% | -7.8% | +371.1% | +342.0% |
| 3Y | +496.5% | +40.0% | +456.5% | +155.0% |
| 5Y | +184.8% | +21.2% | +163.6% | +205.7% |
| 10Y | +5,399.0% | +364.4% | +5,034.6% | +205.2% |
| All | +20,848.2% | +991.3% | +19,856.9% | +97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling