+4,921.3%
SOXL vs TECH
+189.9%
+4,731.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.2% | +5.2% |
| 7D | +3.9% | -0.4% | +4.3% | +4.5% |
| 30D | -14.3% | 0.0% | -14.3% | -14.2% |
| 3M | -45.6% | +33.7% | -79.3% | -64.2% |
| 6M | +117.2% | +34.9% | +82.3% | +24.1% |
| YTD | +189.8% | +23.2% | +166.7% | +82.1% |
| 1Y | +317.7% | +36.3% | +281.4% | +120.8% |
| 3Y | +478.6% | +2.3% | +476.4% | +324.9% |
| 5Y | +169.5% | -42.9% | +212.4% | +499.7% |
| All | +4,921.3% | +189.9% | +4,731.3% | +1,203.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling