+449.8%
SOXL vs TRMB
+10.8%
+439.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.0% | -7.1% | -6.7% |
| 7D | +8.5% | -5.4% | +13.9% | +16.9% |
| 30D | -13.0% | -2.0% | -11.0% | -12.8% |
| 3M | -35.9% | +12.3% | -48.3% | -53.0% |
| 6M | +112.1% | -17.6% | +129.7% | +160.0% |
| YTD | +175.4% | -27.5% | +202.9% | +312.3% |
| 1Y | +304.9% | -29.1% | +334.0% | +556.5% |
| All | +449.8% | +10.8% | +439.0% | +463.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling