+357.4%
SOXL vs UUUU
+27.9%
+329.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.8% | +9.0% | +9.4% |
| 7D | +5.3% | -1.4% | +6.7% | +6.3% |
| 30D | -11.2% | +16.3% | -27.5% | -19.6% |
| 3M | -55.4% | -16.7% | -38.7% | -49.1% |
| 6M | +107.1% | -33.7% | +140.8% | +151.2% |
| YTD | +179.0% | -0.5% | +179.5% | +206.2% |
| 1Y | +357.4% | +28.9% | +328.5% | +396.3% |
| All | +357.4% | +27.9% | +329.4% | +396.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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