+162.3%
SOXL vs TRU
-35.6%
+197.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.0% | +4.3% | +4.1% |
| 7D | +3.9% | -2.7% | +6.6% | +7.0% |
| 30D | -14.3% | -2.0% | -12.3% | -14.7% |
| 3M | -45.6% | +18.4% | -64.1% | -63.2% |
| 6M | +117.2% | +8.9% | +108.3% | +56.0% |
| YTD | +189.8% | -8.9% | +198.8% | +147.9% |
| 1Y | +317.7% | -15.9% | +333.6% | +284.1% |
| 3Y | +478.6% | -1.1% | +479.7% | +353.5% |
| All | +162.3% | -35.6% | +197.9% | +533.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling