+317.7%
SOXL vs INVH
-4.3%
+322.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.2% |
| 7D | +3.9% | -3.0% | +6.9% | +0.5% |
| 30D | -14.3% | -7.5% | -6.8% | -20.9% |
| 3M | -45.6% | -5.5% | -40.1% | -47.8% |
| 6M | +117.2% | +11.7% | +105.5% | +115.3% |
| YTD | +189.8% | +1.3% | +188.5% | +184.8% |
| 1Y | +317.7% | -6.1% | +323.8% | +293.5% |
| All | +317.7% | -4.3% | +322.0% | +293.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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