+17,644.3%
SOXL vs URA
-31.1%
+17,675.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.1% | +8.9% |
| 7D | +5.3% | +1.1% | +4.3% | +4.0% |
| 30D | -11.2% | +7.4% | -18.6% | -18.7% |
| 3M | -55.4% | -8.4% | -47.0% | -44.1% |
| 6M | +107.1% | -12.7% | +119.9% | +184.4% |
| YTD | +179.0% | +7.8% | +171.2% | +199.4% |
| 1Y | +357.4% | +19.5% | +337.9% | +328.0% |
| 3Y | +397.5% | +116.4% | +281.0% | +146.2% |
| 5Y | +155.9% | +134.3% | +21.6% | +24.0% |
| 10Y | +4,301.6% | +359.3% | +3,942.3% | +933.1% |
| All | +17,644.3% | -31.1% | +17,675.4% | +28,863.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling