+484.2%
SOXL vs NOW
+11.8%
+472.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.0% | +10.1% | +7.2% |
| 7D | +16.4% | -6.1% | +22.5% | +19.0% |
| 30D | -12.1% | +7.5% | -19.6% | -16.3% |
| 3M | -41.7% | +17.5% | -59.2% | -49.4% |
| 6M | +157.4% | +7.9% | +149.5% | +123.4% |
| YTD | +193.3% | -12.4% | +205.7% | +208.4% |
| 1Y | +355.3% | -28.6% | +383.9% | +530.8% |
| 3Y | +484.2% | +11.8% | +472.3% | +375.0% |
| All | +484.2% | +11.8% | +472.3% | +375.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 3y: compounded portfolio wealth divided by compounded NOW 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…
3y analysis · Full analysis span regression · 6 months rolling