+156.4%
SOXL vs PATH
-24.4%
+180.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -0.1% | +12.6% | +12.5% |
| 7D | -40.3% | -5.3% | -35.0% | -38.4% |
| 30D | -71.1% | -0.5% | -70.5% | -70.7% |
| 3M | -65.2% | -7.1% | -58.1% | -65.3% |
| 6M | -72.3% | +23.8% | -96.1% | -77.2% |
| YTD | +9.4% | -20.7% | +30.1% | +11.3% |
| 1Y | +7.0% | -8.1% | +15.0% | -5.8% |
| 3Y | +156.4% | -21.8% | +178.2% | +154.4% |
| All | +156.4% | -24.4% | +180.8% | +154.4% |
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