+484.2%
SOXL vs SUI
+12.1%
+472.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.0% |
| 7D | +16.4% | -3.1% | +19.5% | +16.2% |
| 30D | -12.1% | -2.3% | -9.8% | -12.2% |
| 3M | -41.7% | -2.8% | -38.9% | -42.3% |
| 6M | +157.4% | -12.4% | +169.8% | +162.6% |
| YTD | +193.3% | -3.3% | +196.6% | +189.2% |
| 1Y | +355.3% | -5.8% | +361.2% | +351.7% |
| 3Y | +484.2% | +12.5% | +471.7% | +393.0% |
| All | +484.2% | +12.1% | +472.1% | +393.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling