+112.1%
SOXL vs TNA
+35.3%
+76.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.0% | -5.0% | -1.8% |
| 7D | +8.5% | -7.6% | +16.0% | +26.8% |
| 30D | -13.0% | -13.6% | +0.7% | +17.2% |
| 3M | -35.9% | +2.8% | -38.8% | -30.4% |
| 6M | +112.1% | +34.5% | +77.5% | +71.1% |
| All | +112.1% | +35.3% | +76.7% | +71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 6mo: compounded portfolio wealth divided by compounded TNA 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…
6mo analysis · Full analysis span regression · 6 months rolling