+55.9%
SOXL vs PATH
-10.3%
+66.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.9% | -11.7% | -8.5% |
| 7D | -37.9% | -4.8% | -33.1% | -38.2% |
| 30D | -59.4% | +2.7% | -62.1% | -59.2% |
| 3M | -52.3% | -4.2% | -48.1% | -52.4% |
| 6M | -47.7% | +24.7% | -72.4% | -45.2% |
| YTD | +58.8% | -17.6% | +76.3% | +78.5% |
| 1Y | +55.9% | -5.3% | +61.2% | +62.3% |
| All | +55.9% | -10.3% | +66.2% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 PATH 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