+55.9%
SOXL vs TER
+42.7%
+13.2%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -6.8% | -2.0% | +1.5% |
| 7D | -37.9% | -19.9% | -18.0% | -11.0% |
| 30D | -59.4% | -43.5% | -15.9% | +0.2% |
| 3M | -52.3% | -37.8% | -14.5% | +3.4% |
| 6M | -47.7% | -25.6% | -22.1% | +13.3% |
| YTD | +58.8% | +29.8% | +28.9% | +33.8% |
| 1Y | +55.9% | +43.2% | +12.7% | +14.5% |
| All | +55.9% | +42.7% | +13.2% | +14.5% |
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