+19,165.6%
SOXL vs UNH
+1,424.5%
+17,741.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -1.2% | -6.8% | -6.8% |
| 7D | +8.5% | -3.2% | +11.6% | +11.9% |
| 30D | -13.0% | -3.5% | -9.5% | -10.4% |
| 3M | -35.9% | -4.2% | -31.8% | -35.3% |
| 6M | +112.1% | +38.3% | +73.7% | +44.6% |
| YTD | +175.4% | +19.2% | +156.2% | +108.5% |
| 1Y | +304.9% | +15.0% | +289.9% | +217.6% |
| 3Y | +448.6% | -14.5% | +463.1% | +293.3% |
| 5Y | +156.1% | +4.6% | +151.5% | +38.6% |
| 10Y | +4,957.3% | +241.1% | +4,716.2% | +574.8% |
| All | +19,165.6% | +1,424.5% | +17,741.1% | +171.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling