+317.7%
SOXL vs TER
+222.9%
+94.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.7% | +1.7% |
| 7D | +3.9% | +6.4% | -2.5% | -4.4% |
| 30D | -14.3% | -5.7% | -8.6% | -6.0% |
| 3M | -45.6% | -0.4% | -45.2% | -37.0% |
| 6M | +117.2% | +25.8% | +91.4% | +103.6% |
| YTD | +189.8% | +96.4% | +93.4% | +67.0% |
| 1Y | +317.7% | +229.2% | +88.5% | +63.7% |
| All | +317.7% | +222.9% | +94.8% | +63.7% |
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