+357.4%
SOXL vs TRV
+34.7%
+322.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.3% | +11.2% | +7.3% |
| 7D | +5.3% | -0.1% | +5.5% | +5.1% |
| 30D | -11.2% | -3.4% | -7.8% | -16.6% |
| 3M | -55.4% | +26.4% | -81.8% | -24.5% |
| 6M | +107.1% | +19.3% | +87.8% | +228.9% |
| YTD | +179.0% | +28.3% | +150.7% | +390.4% |
| 1Y | +357.4% | +34.3% | +323.1% | +767.8% |
| All | +357.4% | +34.7% | +322.7% | +767.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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