+67.2%
SOXL vs SUI
-3.9%
+71.1%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | 0.0% | -2.4% |
| 7D | +60.3% | -3.8% | +64.2% | +47.8% |
| 30D | -48.6% | +3.9% | -52.6% | -40.5% |
| 3M | -53.9% | +0.2% | -54.1% | -49.2% |
| 6M | -62.0% | -4.2% | -57.8% | -57.9% |
| YTD | +56.0% | -2.5% | +58.5% | +75.2% |
| All | +67.2% | -3.9% | +71.1% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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