+55.9%
SOXL vs TDG
-5.9%
+61.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.7% | -9.5% | -9.3% |
| 7D | -37.9% | +7.1% | -45.0% | -40.7% |
| 30D | -59.4% | +11.4% | -70.8% | -62.7% |
| 3M | -52.3% | -4.6% | -47.7% | -50.7% |
| 6M | -47.7% | +5.8% | -53.5% | -51.5% |
| YTD | +58.8% | -8.5% | +67.2% | +62.1% |
| 1Y | +55.9% | -5.8% | +61.7% | +65.1% |
| All | +55.9% | -5.9% | +61.8% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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