+4,921.3%
SOXL vs RMD
+274.3%
+4,647.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.8% | +5.9% |
| 7D | +3.9% | -4.4% | +8.3% | +9.1% |
| 30D | -14.3% | -3.1% | -11.2% | -12.4% |
| 3M | -45.6% | +13.8% | -59.4% | -58.4% |
| 6M | +117.2% | -8.6% | +125.8% | +113.5% |
| YTD | +189.8% | -8.6% | +198.5% | +179.6% |
| 1Y | +317.7% | -19.7% | +337.4% | +374.7% |
| 3Y | +478.6% | +48.4% | +430.3% | +170.4% |
| 5Y | +169.5% | -22.7% | +192.2% | +240.5% |
| All | +4,921.3% | +274.3% | +4,647.0% | +1,233.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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