+55.9%
SOXL vs INTU
-46.5%
+102.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.5% | -12.3% | -5.7% |
| 7D | -37.9% | +8.7% | -46.6% | -32.1% |
| 30D | -59.4% | +25.9% | -85.3% | -49.0% |
| 3M | -52.3% | +10.7% | -63.0% | -44.3% |
| 6M | -47.7% | -11.6% | -36.1% | -36.7% |
| YTD | +58.8% | -45.4% | +104.2% | +98.1% |
| 1Y | +55.9% | -45.2% | +101.1% | +96.1% |
| All | +55.9% | -46.5% | +102.4% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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