+55.9%
SOXL vs URA
-32.2%
+88.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -1.1% | -7.7% | -6.9% |
| 7D | -37.9% | -10.5% | -27.4% | -21.8% |
| 30D | -59.4% | -18.6% | -40.8% | -38.1% |
| 3M | -52.3% | -23.0% | -29.3% | -20.2% |
| 6M | -47.7% | -40.3% | -7.4% | +48.3% |
| YTD | +58.8% | -23.5% | +82.2% | +200.1% |
| 1Y | +55.9% | -31.1% | +87.0% | +264.1% |
| All | +55.9% | -32.2% | +88.1% | +264.1% |
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