+478.6%
SOXL vs SOUN
+172.2%
+306.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.3% | +5.6% | +5.4% |
| 7D | +3.9% | -7.1% | +11.0% | +6.8% |
| 30D | -14.3% | -15.4% | +1.1% | -8.9% |
| 3M | -45.6% | -10.6% | -35.0% | -42.2% |
| 6M | +117.2% | -19.6% | +136.8% | +136.7% |
| YTD | +189.8% | -37.2% | +227.1% | +243.2% |
| 1Y | +317.7% | -57.1% | +374.8% | +465.0% |
| 3Y | +478.6% | +178.2% | +300.4% | +331.1% |
| All | +478.6% | +172.2% | +306.5% | +331.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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