+55.9%
SOXL vs UTHR
+40.6%
+15.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.2% | -10.0% | -8.9% |
| 7D | -37.9% | +3.8% | -41.6% | -38.1% |
| 30D | -59.4% | +13.4% | -72.8% | -60.0% |
| 3M | -52.3% | +17.3% | -69.6% | -53.2% |
| 6M | -47.7% | +4.7% | -52.4% | -47.0% |
| YTD | +58.8% | +24.9% | +33.9% | +52.6% |
| 1Y | +55.9% | +39.1% | +16.8% | +39.3% |
| All | +55.9% | +40.6% | +15.3% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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