+19,418.6%
SOXL vs TER
+3,479.1%
+15,939.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +5.5% | +4.4% | +0.4% |
| 7D | +5.3% | +0.6% | +4.7% | +4.3% |
| 30D | -11.2% | -8.3% | -2.9% | +3.1% |
| 3M | -55.4% | -12.2% | -43.1% | -33.6% |
| 6M | +107.1% | +17.1% | +90.1% | +77.6% |
| YTD | +179.0% | +84.7% | +94.4% | +1.8% |
| 1Y | +357.4% | +199.9% | +157.4% | -34.7% |
| 3Y | +397.5% | +232.8% | +164.7% | -22.5% |
| 5Y | +155.9% | +198.6% | -42.7% | -19.0% |
| 10Y | +4,301.6% | +1,669.7% | +2,631.8% | +44.0% |
| All | +19,418.6% | +3,479.1% | +15,939.5% | +214.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling