+154.4%
SOXL vs SUI
+16.6%
+137.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -1.5% | +13.9% | +11.9% |
| 7D | -40.3% | +6.2% | -46.6% | -38.7% |
| 30D | -71.1% | +8.6% | -79.7% | -70.1% |
| 3M | -65.2% | +1.0% | -66.2% | -64.4% |
| 6M | -72.3% | -2.6% | -69.7% | -71.6% |
| YTD | +9.4% | -0.1% | +9.6% | +11.1% |
| 1Y | +7.0% | +0.5% | +6.5% | +8.3% |
| All | +154.4% | +16.6% | +137.8% | +110.0% |
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