+18,457.6%
SOXL vs INDA
+107.4%
+18,350.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.2% | -6.9% | -5.8% |
| 7D | +8.5% | -3.6% | +12.1% | +16.4% |
| 30D | -13.0% | -4.0% | -9.0% | -5.9% |
| 3M | -35.9% | +1.7% | -37.6% | -36.7% |
| 6M | +112.1% | -3.6% | +115.7% | +141.8% |
| YTD | +175.4% | -11.0% | +186.4% | +266.5% |
| 1Y | +304.9% | -9.5% | +314.4% | +422.3% |
| 3Y | +448.6% | +7.6% | +440.9% | +483.3% |
| 5Y | +156.1% | +4.8% | +151.3% | +253.7% |
| 10Y | +4,957.3% | +82.3% | +4,875.0% | +4,104.5% |
| All | +18,457.6% | +107.4% | +18,350.2% | +14,839.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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