+16,715.9%
SOXL vs IQV
+488.0%
+16,228.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.1% | -8.2% | -8.2% |
| 7D | +8.5% | -5.3% | +13.7% | +16.4% |
| 30D | -13.0% | +5.5% | -18.5% | -20.6% |
| 3M | -35.9% | +41.2% | -77.2% | -69.4% |
| 6M | +112.1% | +50.5% | +61.5% | -14.4% |
| YTD | +175.4% | +14.1% | +161.3% | +63.2% |
| 1Y | +304.9% | +39.9% | +264.9% | +69.2% |
| 3Y | +448.6% | +20.5% | +428.1% | +186.3% |
| 5Y | +156.1% | -1.2% | +157.3% | +137.7% |
| 10Y | +4,957.3% | +233.9% | +4,723.5% | +1,096.7% |
| All | +16,715.9% | +488.0% | +16,228.0% | +2,494.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling