+117.2%
SOXL vs INVH
+10.2%
+107.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.1% |
| 7D | +3.9% | -3.0% | +6.9% | -2.2% |
| 30D | -14.3% | -7.5% | -6.8% | -26.1% |
| 3M | -45.6% | -5.5% | -40.1% | -49.0% |
| 6M | +117.2% | +11.7% | +105.5% | +80.5% |
| All | +117.2% | +10.2% | +107.0% | +80.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling