+317.7%
SOXL vs RMD
-18.7%
+336.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.8% | +5.0% |
| 7D | +3.9% | -4.4% | +8.3% | +2.0% |
| 30D | -14.3% | -3.1% | -11.2% | -15.0% |
| 3M | -45.6% | +13.8% | -59.4% | -43.6% |
| 6M | +117.2% | -8.6% | +125.8% | +166.9% |
| YTD | +189.8% | -8.6% | +198.5% | +248.5% |
| 1Y | +317.7% | -19.7% | +337.4% | +560.6% |
| All | +317.7% | -18.7% | +336.4% | +560.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling