+233.2%
SOXL vs TER
+205.0%
+28.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | +0.4% |
| 7D | +60.3% | +24.0% | +36.4% | +16.7% |
| 30D | -48.6% | -30.6% | -18.0% | +3.8% |
| 3M | -53.9% | -34.5% | -19.4% | +3.1% |
| 6M | -62.0% | -26.4% | -35.6% | -12.5% |
| YTD | +56.0% | +36.4% | +19.6% | +27.1% |
| 1Y | +50.0% | +47.4% | +2.6% | +11.3% |
| All | +233.2% | +205.0% | +28.2% | -18.7% |
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 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