+297.0%
SOXL vs URA
+11.6%
+285.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.0% | -4.1% | -2.0% |
| 7D | +8.5% | -1.5% | +10.0% | +11.3% |
| 30D | -13.0% | -0.4% | -12.6% | -12.6% |
| 3M | -35.9% | +6.3% | -42.2% | -36.2% |
| 6M | +112.1% | -14.0% | +126.0% | +190.4% |
| YTD | +175.4% | +5.3% | +170.1% | +214.1% |
| All | +297.0% | +11.6% | +285.4% | +378.9% |
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