+357.4%
SOXL vs ISRG
-16.8%
+374.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.8% | +10.7% | +10.0% |
| 7D | +5.3% | -1.6% | +6.9% | +5.5% |
| 30D | -11.2% | -2.3% | -8.9% | -11.1% |
| 3M | -55.4% | -12.4% | -42.9% | -53.8% |
| 6M | +107.1% | -26.8% | +134.0% | +143.8% |
| YTD | +179.0% | -35.3% | +214.3% | +249.1% |
| 1Y | +357.4% | -19.3% | +376.7% | +454.1% |
| All | +357.4% | -16.8% | +374.2% | +454.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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