+24.8%
SOXL vs PATH
-11.8%
+36.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | -0.4% |
| 7D | -23.3% | -2.3% | -21.0% | -23.5% |
| 30D | -59.9% | -4.8% | -55.1% | -60.2% |
| 3M | -56.8% | -17.7% | -39.1% | -57.7% |
| 6M | -68.3% | +18.9% | -87.2% | -66.9% |
| YTD | +33.5% | -21.7% | +55.2% | +48.6% |
| 1Y | +24.8% | -9.6% | +34.4% | +36.9% |
| All | +24.8% | -11.8% | +36.6% | +36.9% |
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