+182.7%
SOXL vs SUI
-32.1%
+214.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +6.2% |
| 7D | +16.4% | -3.1% | +19.5% | +19.1% |
| 30D | -12.1% | -2.3% | -9.8% | -10.8% |
| 3M | -41.7% | -2.8% | -38.9% | -43.8% |
| 6M | +157.4% | -12.4% | +169.8% | +172.6% |
| YTD | +193.3% | -3.3% | +196.6% | +178.4% |
| 1Y | +355.3% | -5.8% | +361.2% | +336.2% |
| 3Y | +484.2% | +12.5% | +471.7% | +283.5% |
| 5Y | +182.7% | -32.9% | +215.5% | +365.9% |
| All | +182.7% | -32.1% | +214.8% | +365.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling