+357.4%
SOXL vs PATH
+39.0%
+318.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -16.6% | +26.5% | +10.7% |
| 7D | +5.3% | -16.3% | +21.6% | +6.2% |
| 30D | -11.2% | +9.9% | -21.1% | -12.3% |
| 3M | -55.4% | +30.2% | -85.5% | -56.1% |
| 6M | +107.1% | +37.2% | +69.9% | +98.7% |
| YTD | +179.0% | -7.3% | +186.4% | +203.5% |
| 1Y | +357.4% | +40.0% | +317.4% | +361.7% |
| All | +357.4% | +39.0% | +318.4% | +361.7% |
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