+156.1%
SOXL vs TER
+214.0%
-57.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.5% | -4.5% | -2.0% |
| 7D | +8.5% | +9.4% | -0.9% | -6.8% |
| 30D | -13.0% | -2.4% | -10.5% | -8.9% |
| 3M | -35.9% | +6.5% | -42.5% | -35.1% |
| 6M | +112.1% | +23.2% | +88.9% | +67.3% |
| YTD | +175.4% | +91.5% | +83.9% | -7.8% |
| 1Y | +304.9% | +214.8% | +90.1% | -50.6% |
| 3Y | +448.6% | +275.3% | +173.2% | -43.1% |
| 5Y | +156.1% | +211.9% | -55.8% | -30.6% |
| All | +156.1% | +214.0% | -57.9% | -30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling