+484.2%
SOXL vs URI
+126.5%
+357.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.5% | +4.6% | +4.4% |
| 7D | +16.4% | +2.5% | +13.9% | +12.6% |
| 30D | -12.1% | -12.5% | +0.4% | +6.3% |
| 3M | -41.7% | -6.2% | -35.5% | -33.2% |
| 6M | +157.4% | +25.9% | +131.5% | +91.9% |
| YTD | +193.3% | +26.2% | +167.1% | +101.8% |
| 1Y | +355.3% | +5.5% | +349.9% | +318.0% |
| 3Y | +484.2% | +125.0% | +359.2% | +119.6% |
| All | +484.2% | +126.5% | +357.7% | +119.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling