+20,848.2%
SOXL vs UTHR
+753.5%
+20,094.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +0.9% |
| 7D | +18.4% | +3.0% | +15.3% | +15.9% |
| 30D | -3.2% | -4.3% | +1.1% | -0.6% |
| 3M | -37.6% | -8.4% | -29.2% | -34.7% |
| 6M | +136.1% | -4.2% | +140.3% | +134.4% |
| YTD | +199.5% | +4.0% | +195.5% | +179.7% |
| 1Y | +363.2% | +25.5% | +337.7% | +273.8% |
| 3Y | +496.5% | +125.1% | +371.4% | +165.0% |
| 5Y | +184.8% | +140.3% | +44.5% | +13.5% |
| 10Y | +5,399.0% | +322.5% | +5,076.5% | +1,279.9% |
| All | +20,848.2% | +753.5% | +20,094.7% | +1,947.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling