+304.9%
SOXL vs IWD
+27.7%
+277.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.3% | -7.7% | -6.3% |
| 7D | +8.5% | -2.3% | +10.8% | +24.4% |
| 30D | -13.0% | -1.8% | -11.2% | -5.7% |
| 3M | -35.9% | +8.0% | -43.9% | -64.3% |
| 6M | +112.1% | +17.0% | +95.1% | -16.5% |
| YTD | +175.4% | +21.3% | +154.1% | -7.5% |
| 1Y | +304.9% | +27.9% | +276.9% | +11.4% |
| All | +304.9% | +27.7% | +277.2% | +11.4% |
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