+20,415.5%
SOXL vs TECH
+422.7%
+19,992.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.2% | +5.3% | +5.3% |
| 7D | +16.4% | +0.2% | +16.2% | +16.1% |
| 30D | -12.1% | +0.1% | -12.2% | -12.2% |
| 3M | -41.7% | +37.5% | -79.2% | -63.6% |
| 6M | +157.4% | +34.6% | +122.8% | +44.0% |
| YTD | +193.3% | +23.5% | +169.8% | +79.6% |
| 1Y | +355.3% | +34.4% | +320.9% | +136.9% |
| 3Y | +484.2% | +2.3% | +481.9% | +320.0% |
| 5Y | +182.7% | -41.7% | +224.4% | +485.3% |
| 10Y | +4,692.2% | +177.6% | +4,514.6% | +985.8% |
| All | +20,415.5% | +422.7% | +19,992.7% | +1,501.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling