+55.9%
SOXL vs URI
+33.3%
+22.6%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -4.4% | -4.4% | -4.2% |
| 7D | -37.9% | -4.3% | -33.6% | -34.4% |
| 30D | -59.4% | +4.6% | -64.0% | -61.0% |
| 3M | -52.3% | -2.1% | -50.2% | -50.7% |
| 6M | -47.7% | +21.9% | -69.6% | -52.0% |
| YTD | +58.8% | +39.7% | +19.1% | +10.5% |
| 1Y | +55.9% | +32.9% | +23.0% | +26.9% |
| All | +55.9% | +33.3% | +22.6% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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