+4,921.3%
SOXL vs TER
+1,891.7%
+3,029.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.7% | +0.7% |
| 7D | +3.9% | +6.4% | -2.5% | -6.7% |
| 30D | -14.3% | -5.7% | -8.6% | -4.5% |
| 3M | -45.6% | -0.4% | -45.2% | -39.3% |
| 6M | +117.2% | +25.8% | +91.4% | +62.0% |
| YTD | +189.8% | +96.4% | +93.4% | -9.7% |
| 1Y | +317.7% | +229.2% | +88.5% | -53.9% |
| 3Y | +478.6% | +288.1% | +190.5% | -40.8% |
| 5Y | +169.5% | +219.9% | -50.4% | -34.4% |
| All | +4,921.3% | +1,891.7% | +3,029.6% | -6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling