+4,671.5%
SOXL vs URI
+1,233.8%
+3,437.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -3.9% | -4.2% | -2.9% |
| 7D | +8.5% | -0.5% | +8.9% | +9.6% |
| 30D | -13.0% | -13.4% | +0.4% | +5.7% |
| 3M | -35.9% | -6.2% | -29.7% | -27.1% |
| 6M | +112.1% | +28.0% | +84.1% | +56.0% |
| YTD | +175.4% | +23.0% | +152.5% | +101.4% |
| 1Y | +304.9% | +5.5% | +299.3% | +266.4% |
| 3Y | +448.6% | +119.2% | +329.4% | +123.8% |
| 5Y | +156.1% | +201.0% | -44.9% | -15.3% |
| All | +4,671.5% | +1,233.8% | +3,437.7% | +487.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling