+497.9%
SOXL vs U
+11.2%
+486.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.4% |
| 7D | +18.4% | +4.4% | +14.0% | +15.4% |
| 30D | -3.2% | -1.3% | -1.9% | -3.0% |
| 3M | -37.6% | +49.6% | -87.2% | -51.7% |
| 6M | +136.1% | +100.2% | +35.9% | +50.4% |
| YTD | +199.5% | -3.7% | +203.2% | +178.5% |
| 1Y | +363.2% | -6.5% | +369.7% | +341.0% |
| All | +497.9% | +11.2% | +486.6% | +310.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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