+50.0%
SOXL vs INTU
-47.4%
+97.4%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | 0.0% | -1.4% |
| 7D | +60.3% | -4.1% | +64.5% | +55.0% |
| 30D | -48.6% | +12.8% | -61.5% | -41.1% |
| 3M | -53.9% | +2.1% | -56.0% | -49.7% |
| 6M | -62.0% | -11.5% | -50.5% | -55.3% |
| YTD | +56.0% | -47.9% | +103.9% | +85.5% |
| 1Y | +50.0% | -47.7% | +97.7% | +79.7% |
| All | +50.0% | -47.4% | +97.4% | +79.7% |
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