+2,024.8%
SOXL vs SEI
+608.3%
+1,416.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.2% | -2.8% | -4.8% |
| 7D | +8.5% | +20.7% | -12.2% | -4.0% |
| 30D | -13.0% | +9.1% | -22.1% | -18.0% |
| 3M | -35.9% | -6.0% | -29.9% | -28.3% |
| 6M | +112.1% | +18.9% | +93.1% | +113.4% |
| YTD | +175.4% | +40.1% | +135.3% | +156.1% |
| 1Y | +304.9% | +120.6% | +184.2% | +201.6% |
| 3Y | +448.6% | +562.1% | -113.6% | +85.2% |
| 5Y | +156.1% | +954.5% | -798.4% | -42.1% |
| All | +2,024.8% | +608.3% | +1,416.5% | +475.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 all: compounded portfolio wealth divided by compounded SEI 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…
all analysis · Full analysis span regression · 6 months rolling