+497.9%
SOXL vs TER
+284.0%
+213.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.1% | -1.0% | -2.7% |
| 7D | +18.4% | +12.4% | +6.0% | -1.1% |
| 30D | -3.2% | +5.1% | -8.3% | -10.1% |
| 3M | -37.6% | +4.0% | -41.6% | -32.4% |
| 6M | +136.1% | +29.5% | +106.5% | +87.7% |
| YTD | +199.5% | +98.5% | +101.0% | +16.9% |
| 1Y | +363.2% | +234.1% | +129.1% | -26.8% |
| All | +497.9% | +284.0% | +213.8% | -9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling