+357.4%
SOXL vs TER
+203.7%
+153.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.4% | +4.4% | +2.4% |
| 7D | +5.3% | +0.6% | +4.8% | +4.7% |
| 30D | -11.2% | -8.3% | -2.9% | +0.9% |
| 3M | -55.4% | -12.2% | -43.1% | -36.0% |
| 6M | +107.1% | +17.0% | +90.1% | +115.2% |
| YTD | +179.0% | +84.6% | +94.4% | +77.4% |
| 1Y | +357.4% | +199.8% | +157.6% | +116.4% |
| All | +357.4% | +203.7% | +153.6% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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