+7,555.7%
SOXL vs SUI
+1,039.7%
+6,515.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | -1.5% | +13.9% | +14.0% |
| 7D | -40.3% | +6.2% | -46.6% | -45.3% |
| 30D | -71.1% | +8.6% | -79.7% | -75.1% |
| 3M | -65.2% | +1.0% | -66.2% | -68.0% |
| 6M | -72.3% | -2.6% | -69.7% | -75.6% |
| YTD | +9.4% | -0.1% | +9.6% | -7.8% |
| 1Y | +7.0% | +0.5% | +6.5% | -10.9% |
| 3Y | +156.4% | +15.3% | +141.1% | +54.1% |
| 5Y | -22.2% | -26.1% | +4.0% | -7.2% |
| 10Y | +1,682.4% | +117.8% | +1,564.6% | +427.0% |
| All | +7,555.7% | +1,039.7% | +6,515.9% | +27.1% |
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