+357.4%
SOXL vs SMTC
+154.8%
+202.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +9.2% | +0.7% | -1.8% |
| 7D | +5.3% | +12.7% | -7.4% | -9.6% |
| 30D | -11.2% | +22.0% | -33.2% | -34.8% |
| 3M | -55.4% | -12.7% | -42.7% | -40.6% |
| 6M | +107.1% | +64.8% | +42.4% | +40.3% |
| YTD | +179.0% | +100.7% | +78.4% | +57.9% |
| 1Y | +357.4% | +146.9% | +210.5% | +147.3% |
| All | +357.4% | +154.8% | +202.6% | +147.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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