-45.3%
SOXL vs INIO
-40.3%
-4.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.7% | -2.4% | +0.3% |
| 7D | +8.5% | -3.4% | +11.8% | +13.5% |
| 30D | -13.0% | -28.6% | +15.6% | +43.1% |
| 3M | -35.9% | -37.6% | +1.7% | +46.3% |
| All | -45.3% | -40.3% | -4.9% | +45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling