+19,418.6%
SOXL vs SUI
+1,020.3%
+18,398.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.3% | +10.2% | +10.3% |
| 7D | +5.3% | -2.8% | +8.2% | +8.7% |
| 30D | -11.2% | -1.2% | -10.0% | -10.4% |
| 3M | -55.4% | -1.7% | -53.6% | -58.2% |
| 6M | +107.1% | -10.5% | +117.6% | +116.1% |
| YTD | +179.0% | -1.8% | +180.9% | +156.8% |
| 1Y | +357.4% | -4.1% | +361.4% | +323.0% |
| 3Y | +397.5% | +11.3% | +386.2% | +232.0% |
| 5Y | +155.9% | -32.1% | +188.0% | +260.5% |
| 10Y | +4,301.6% | +110.4% | +4,191.1% | +1,345.2% |
| All | +19,418.6% | +1,020.3% | +18,398.3% | +254.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling