+2,202.2%
SOXL vs URI
+1,189.9%
+1,012.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.3% | +0.6% |
| 7D | +60.3% | +9.3% | +51.0% | +44.4% |
| 30D | -48.6% | +7.6% | -56.2% | -50.3% |
| 3M | -53.9% | +1.0% | -54.9% | -51.2% |
| 6M | -62.0% | +19.8% | -81.8% | -66.5% |
| YTD | +56.0% | +41.9% | +14.2% | -1.1% |
| 1Y | +50.0% | +33.4% | +16.6% | +5.3% |
| 3Y | +223.8% | +156.0% | +67.7% | +9.2% |
| 5Y | +6.7% | +209.5% | -202.8% | -66.3% |
| All | +2,202.2% | +1,189.9% | +1,012.3% | +164.5% |
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