+497.9%
SOXL vs PWR
+203.1%
+294.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +5.6% |
| 7D | +18.4% | +2.7% | +15.7% | +12.7% |
| 30D | -3.2% | -5.1% | +1.9% | +7.0% |
| 3M | -37.6% | -9.4% | -28.2% | -15.0% |
| 6M | +136.1% | +10.4% | +125.7% | +132.6% |
| YTD | +199.5% | +48.6% | +150.8% | +75.1% |
| 1Y | +363.2% | +68.0% | +295.2% | +130.4% |
| All | +497.9% | +203.1% | +294.8% | +47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling