+177.0%
SOXL vs PATH
-22.5%
+199.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.2% |
| 7D | -23.3% | -2.3% | -21.0% | -21.9% |
| 30D | -59.9% | -4.8% | -55.1% | -58.6% |
| 3M | -56.8% | -17.7% | -39.1% | -54.4% |
| 6M | -68.3% | +18.9% | -87.2% | -73.3% |
| YTD | +33.5% | -21.7% | +55.2% | +36.6% |
| 1Y | +24.8% | -9.6% | +34.4% | +11.1% |
| 3Y | +177.0% | -25.8% | +202.8% | +183.0% |
| All | +177.0% | -22.5% | +199.5% | +183.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling