+196.5%
SOXL vs URA
+35.4%
+161.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -1.6% | -9.4% | -8.5% |
| 7D | +26.9% | -1.5% | +28.4% | +31.6% |
| 30D | -47.2% | -10.4% | -36.8% | -30.9% |
| 3M | -59.9% | -29.6% | -30.2% | -24.1% |
| 6M | -68.3% | -40.3% | -28.1% | -14.4% |
| YTD | +38.8% | -25.5% | +64.3% | +184.6% |
| 1Y | +48.8% | -26.4% | +75.2% | +214.2% |
| 3Y | +196.5% | +31.4% | +165.1% | +160.9% |
| All | +196.5% | +35.4% | +161.1% | +160.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling