+162.3%
SOXL vs IQV
-0.1%
+162.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +3.2% |
| 7D | +3.9% | -2.2% | +6.1% | +6.4% |
| 30D | -14.3% | +8.3% | -22.6% | -22.8% |
| 3M | -45.6% | +44.6% | -90.2% | -71.7% |
| 6M | +117.2% | +52.6% | +64.6% | -1.5% |
| YTD | +189.8% | +16.1% | +173.7% | +90.0% |
| 1Y | +317.7% | +37.3% | +280.5% | +106.4% |
| 3Y | +478.6% | +21.6% | +457.1% | +238.4% |
| All | +162.3% | -0.1% | +162.4% | +162.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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