+449.8%
SOXL vs RMD
+50.8%
+399.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.9% | -7.9% |
| 7D | +8.5% | -4.2% | +12.6% | +11.1% |
| 30D | -13.0% | -2.1% | -10.9% | -12.4% |
| 3M | -35.9% | +13.8% | -49.7% | -44.8% |
| 6M | +112.1% | -10.6% | +122.7% | +124.4% |
| YTD | +175.4% | -8.1% | +183.5% | +180.8% |
| 1Y | +304.9% | -18.0% | +322.8% | +360.5% |
| All | +449.8% | +50.8% | +399.1% | +333.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling