+48.8%
SOXL vs IWD
+28.9%
+19.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +0.2% | -11.2% | -12.4% |
| 7D | +26.9% | +2.3% | +24.6% | +12.6% |
| 30D | -47.2% | +3.6% | -50.8% | -54.4% |
| 3M | -59.9% | +2.2% | -62.0% | -63.3% |
| 6M | -68.3% | +13.0% | -81.3% | -84.8% |
| YTD | +38.8% | +26.5% | +12.3% | -62.2% |
| 1Y | +48.8% | +30.1% | +18.7% | -64.3% |
| All | +48.8% | +28.9% | +19.9% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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