+357.4%
SOXL vs IP
-18.9%
+376.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.2% | +7.7% | +8.8% |
| 7D | +5.3% | -5.3% | +10.6% | +8.0% |
| 30D | -11.2% | -10.9% | -0.3% | -6.6% |
| 3M | -55.4% | +11.2% | -66.5% | -58.6% |
| 6M | +107.1% | -10.2% | +117.4% | +104.2% |
| YTD | +179.0% | -2.0% | +181.0% | +174.3% |
| 1Y | +357.4% | -19.1% | +376.5% | +366.9% |
| All | +357.4% | -18.9% | +376.2% | +366.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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