+20,415.5%
SOXL vs SMTC
+798.5%
+19,617.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +10.0% | -4.9% | -7.8% |
| 7D | +16.4% | +22.9% | -6.6% | -11.7% |
| 30D | -12.1% | +16.6% | -28.7% | -30.8% |
| 3M | -41.7% | +2.4% | -44.1% | -38.7% |
| 6M | +157.4% | +98.3% | +59.1% | +18.2% |
| YTD | +193.3% | +120.7% | +72.6% | +19.0% |
| 1Y | +355.3% | +168.3% | +187.1% | +40.9% |
| 3Y | +484.2% | +571.7% | -87.6% | -73.1% |
| 5Y | +182.7% | +114.0% | +68.7% | -0.9% |
| 10Y | +4,692.2% | +497.0% | +4,195.3% | +478.5% |
| All | +20,415.5% | +798.5% | +19,617.0% | +1,073.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling