+304.9%
SOXL vs TMF
-25.6%
+330.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.4% | -4.6% | -6.0% |
| 7D | +8.5% | -4.8% | +13.2% | +11.7% |
| 30D | -13.0% | -4.9% | -8.1% | -10.5% |
| 3M | -35.9% | -13.4% | -22.5% | -29.8% |
| 6M | +112.1% | -23.0% | +135.1% | +128.9% |
| YTD | +175.4% | -20.2% | +195.6% | +202.3% |
| 1Y | +304.9% | -26.5% | +331.3% | +338.6% |
| All | +304.9% | -25.6% | +330.5% | +338.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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