-41.7%
SOXL vs INIO
-33.6%
-8.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.1% | +0.1% | -2.4% |
| 7D | +16.4% | +12.1% | +4.3% | -1.8% |
| 30D | -12.1% | -20.2% | +8.1% | +23.4% |
| 3M | -41.7% | -35.3% | -6.4% | +33.2% |
| All | -41.7% | -33.6% | -8.1% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 3mo: compounded portfolio wealth divided by compounded INIO 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…
3mo analysis · Full analysis span regression · Available span rolling