+357.4%
SOXL vs URA
+17.2%
+340.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.1% | +8.7% |
| 7D | +5.3% | +1.1% | +4.3% | +3.7% |
| 30D | -11.2% | +7.4% | -18.6% | -20.6% |
| 3M | -55.4% | -8.4% | -47.0% | -44.4% |
| 6M | +107.1% | -12.7% | +119.9% | +176.6% |
| YTD | +179.0% | +7.8% | +171.2% | +206.6% |
| 1Y | +357.4% | +19.5% | +337.9% | +438.7% |
| All | +357.4% | +17.2% | +340.1% | +438.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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