+19,165.6%
SOXL vs NI
+1,082.9%
+18,082.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -7.4% |
| 7D | +8.5% | -0.6% | +9.0% | +9.2% |
| 30D | -13.0% | -1.4% | -11.6% | -11.5% |
| 3M | -35.9% | -10.6% | -25.3% | -27.9% |
| 6M | +112.1% | -9.9% | +122.0% | +132.3% |
| YTD | +175.4% | +1.2% | +174.3% | +164.9% |
| 1Y | +304.9% | +4.4% | +300.5% | +274.3% |
| 3Y | +448.6% | +68.6% | +380.0% | +176.4% |
| 5Y | +156.1% | +98.0% | +58.1% | +5.5% |
| 10Y | +4,957.3% | +143.6% | +4,813.7% | +1,410.8% |
| All | +19,165.6% | +1,082.9% | +18,082.7% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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