+184.8%
SOXL vs INTU
-42.7%
+227.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.7% | +3.7% |
| 7D | +18.4% | -8.5% | +26.8% | +28.7% |
| 30D | -3.2% | -6.1% | +2.9% | -0.7% |
| 3M | -37.6% | +7.3% | -44.9% | -52.5% |
| 6M | +136.1% | -33.2% | +169.3% | +171.1% |
| YTD | +199.5% | -52.2% | +251.6% | +430.8% |
| 1Y | +363.2% | -52.7% | +415.9% | +727.5% |
| 3Y | +496.5% | -41.6% | +538.1% | +676.8% |
| 5Y | +184.8% | -42.6% | +227.5% | +361.3% |
| All | +184.8% | -42.7% | +227.5% | +361.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling