+112.1%
SOXL vs UNH
+35.9%
+76.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.2% | -6.8% | -8.2% |
| 7D | +8.5% | -3.2% | +11.6% | +8.0% |
| 30D | -13.0% | -3.5% | -9.5% | -13.3% |
| 3M | -35.9% | -4.2% | -31.8% | -36.1% |
| 6M | +112.1% | +38.3% | +73.7% | +61.8% |
| All | +112.1% | +35.9% | +76.2% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 6mo: compounded portfolio wealth divided by compounded UNH 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…
6mo analysis · Full analysis span regression · 6 months rolling