+55.9%
SOXL vs TRMB
-31.2%
+87.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -17.3% | +8.5% | -3.4% |
| 7D | -37.9% | -15.7% | -22.2% | -34.5% |
| 30D | -59.4% | -7.8% | -51.7% | -58.3% |
| 3M | -52.3% | -9.3% | -43.0% | -50.6% |
| 6M | -47.7% | -20.8% | -26.9% | -34.2% |
| YTD | +58.8% | -30.8% | +89.5% | +143.1% |
| 1Y | +55.9% | -31.0% | +86.9% | +147.0% |
| All | +55.9% | -31.2% | +87.1% | +147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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