+449.8%
SOXL vs USAR
+57.7%
+392.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -6.0% | -2.1% | -6.8% |
| 7D | +8.5% | -9.3% | +17.8% | +10.7% |
| 30D | -13.0% | -15.2% | +2.2% | -10.1% |
| 3M | -35.9% | -21.1% | -14.8% | -31.6% |
| 6M | +112.1% | -21.6% | +133.6% | +129.6% |
| YTD | +175.4% | +34.8% | +140.6% | +187.0% |
| 1Y | +304.9% | +15.6% | +289.2% | +324.7% |
| All | +449.8% | +57.7% | +392.1% | +591.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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