+449.8%
SOXL vs UTHR
+124.0%
+325.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -7.9% |
| 7D | +8.5% | +2.8% | +5.7% | +7.8% |
| 30D | -13.0% | -2.3% | -10.7% | -12.5% |
| 3M | -35.9% | -7.4% | -28.5% | -35.1% |
| 6M | +112.1% | -6.0% | +118.0% | +113.4% |
| YTD | +175.4% | +3.4% | +172.0% | +170.2% |
| 1Y | +304.9% | +27.1% | +277.8% | +276.2% |
| All | +449.8% | +124.0% | +325.9% | +435.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling