+184.8%
SOXL vs PAAS
+122.5%
+62.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.7% | -1.6% | -0.4% |
| 7D | +18.4% | +2.6% | +15.7% | +16.0% |
| 30D | -3.2% | +2.5% | -5.7% | -5.9% |
| 3M | -37.6% | +15.1% | -52.7% | -43.1% |
| 6M | +136.1% | -12.1% | +148.1% | +162.8% |
| YTD | +199.5% | +3.1% | +196.4% | +196.7% |
| 1Y | +363.2% | +50.8% | +312.4% | +258.6% |
| 3Y | +496.5% | +259.5% | +237.0% | +160.6% |
| 5Y | +184.8% | +126.3% | +58.5% | +59.4% |
| All | +184.8% | +122.5% | +62.3% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 5y: compounded portfolio wealth divided by compounded PAAS 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…
5y analysis · Full analysis span regression · 6 months rolling