+55.9%
SOXL vs PSLV
+7.9%
+48.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.0% | -14.8% | -13.8% |
| 7D | -37.9% | -2.6% | -35.2% | -36.3% |
| 30D | -59.4% | -14.2% | -45.3% | -53.3% |
| 3M | -52.3% | -12.2% | -40.1% | -45.7% |
| 6M | -47.7% | -28.1% | -19.6% | -28.6% |
| YTD | +58.8% | -28.2% | +87.0% | +89.7% |
| 1Y | +55.9% | +9.1% | +46.8% | -12.0% |
| All | +55.9% | +7.9% | +48.0% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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