+55.9%
SOXL vs SWK
+87.6%
-31.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +13.1% | -21.9% | -22.8% |
| 7D | -37.9% | +17.9% | -55.8% | -50.9% |
| 30D | -59.4% | +31.9% | -91.4% | -73.2% |
| 3M | -52.3% | +16.6% | -68.9% | -62.2% |
| 6M | -47.7% | +61.1% | -108.8% | -72.2% |
| YTD | +58.8% | +64.2% | -5.5% | -24.5% |
| 1Y | +55.9% | +85.2% | -29.3% | -36.1% |
| All | +55.9% | +87.6% | -31.7% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling