+55.9%
SOXL vs IRM
+19.5%
+36.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -11.8% |
| 7D | -37.9% | +2.6% | -40.5% | -40.4% |
| 30D | -59.4% | +5.6% | -65.0% | -62.2% |
| 3M | -52.3% | -4.7% | -47.6% | -46.2% |
| 6M | -47.7% | -6.1% | -41.6% | -36.4% |
| YTD | +58.8% | +46.3% | +12.4% | +15.5% |
| 1Y | +55.9% | +18.7% | +37.2% | +37.5% |
| All | +55.9% | +19.5% | +36.4% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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