+4,921.3%
SOXL vs PWR
+2,544.4%
+2,376.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.1% | +0.1% | -3.4% |
| 7D | +3.9% | +4.2% | -0.3% | -3.1% |
| 30D | -14.3% | -4.0% | -10.3% | -7.9% |
| 3M | -45.6% | -4.8% | -40.8% | -34.2% |
| 6M | +117.2% | +14.6% | +102.5% | +103.1% |
| YTD | +189.8% | +54.2% | +135.6% | +69.4% |
| 1Y | +317.7% | +67.1% | +250.6% | +126.0% |
| 3Y | +478.6% | +218.5% | +260.2% | +35.8% |
| 5Y | +169.5% | +466.3% | -296.8% | -68.9% |
| All | +4,921.3% | +2,544.4% | +2,376.9% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 10y: compounded portfolio wealth divided by compounded PWR 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…
10y analysis · Full analysis span regression · 6 months rolling