+162.3%
SOXL vs SMTC
+122.8%
+39.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.1% | +0.1% | -0.4% |
| 7D | +3.9% | +13.1% | -9.2% | -9.6% |
| 30D | -14.3% | +19.5% | -33.8% | -31.1% |
| 3M | -45.6% | +2.2% | -47.9% | -42.5% |
| 6M | +117.2% | +94.9% | +22.3% | +23.0% |
| YTD | +189.8% | +127.0% | +62.9% | +43.1% |
| 1Y | +317.7% | +174.6% | +143.2% | +69.6% |
| 3Y | +478.6% | +615.9% | -137.3% | -47.0% |
| All | +162.3% | +122.8% | +39.5% | +200.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling