+156.1%
SOXL vs TECH
-42.4%
+198.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.2% | -7.8% | -7.8% |
| 7D | +8.5% | -0.5% | +9.0% | +9.1% |
| 30D | -13.0% | 0.0% | -13.0% | -12.9% |
| 3M | -35.9% | +37.4% | -73.4% | -56.1% |
| 6M | +112.1% | +36.9% | +75.2% | +30.4% |
| YTD | +175.4% | +23.1% | +152.3% | +88.3% |
| 1Y | +304.9% | +42.2% | +262.6% | +123.2% |
| 3Y | +448.6% | +1.9% | +446.6% | +348.8% |
| 5Y | +156.1% | -42.9% | +199.0% | +429.1% |
| All | +156.1% | -42.4% | +198.5% | +429.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling