+162.3%
SOXL vs RGTI
+56.8%
+105.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.7% | +4.5% | +5.0% |
| 7D | +3.9% | +0.5% | +3.4% | +3.7% |
| 30D | -14.3% | -17.1% | +2.8% | -9.7% |
| 3M | -45.6% | -26.0% | -19.6% | -39.3% |
| 6M | +117.2% | -9.9% | +127.0% | +132.0% |
| YTD | +189.8% | -31.1% | +220.9% | +228.5% |
| 1Y | +317.7% | -8.5% | +326.3% | +331.3% |
| 3Y | +478.6% | +652.2% | -173.6% | +140.7% |
| All | +162.3% | +56.8% | +105.5% | +51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 5y: compounded portfolio wealth divided by compounded RGTI 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…
5y analysis · Full analysis span regression · 6 months rolling