+478.6%
SOXL vs TRU
-1.3%
+479.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.0% | +4.3% | +4.5% |
| 7D | +3.9% | -2.7% | +6.6% | +6.0% |
| 30D | -14.3% | -2.0% | -12.3% | -14.5% |
| 3M | -45.6% | +18.4% | -64.1% | -58.7% |
| 6M | +117.2% | +8.9% | +108.3% | +73.6% |
| YTD | +189.8% | -8.9% | +198.8% | +167.7% |
| 1Y | +317.7% | -15.9% | +333.6% | +313.1% |
| 3Y | +478.6% | -1.1% | +479.7% | +533.7% |
| All | +478.6% | -1.3% | +479.9% | +533.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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