+478.6%
SOXL vs TRI
-18.9%
+497.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +5.6% |
| 7D | +3.9% | -7.9% | +11.8% | +2.3% |
| 30D | -14.3% | -4.5% | -9.8% | -14.8% |
| 3M | -45.6% | +22.1% | -67.7% | -45.3% |
| 6M | +117.2% | -2.8% | +120.0% | +133.8% |
| YTD | +189.8% | -23.4% | +213.3% | +281.2% |
| 1Y | +317.7% | -41.5% | +359.3% | +650.6% |
| 3Y | +478.6% | -19.2% | +497.8% | +509.9% |
| All | +478.6% | -18.9% | +497.6% | +509.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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