+4,921.3%
SOXL vs UUUU
+465.5%
+4,455.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -5.0% | +10.2% | +7.8% |
| 7D | +3.9% | -10.5% | +14.4% | +9.9% |
| 30D | -14.3% | -10.5% | -3.8% | -9.7% |
| 3M | -45.6% | -14.1% | -31.5% | -39.1% |
| 6M | +117.2% | -35.5% | +152.7% | +186.2% |
| YTD | +189.8% | -10.9% | +200.8% | +216.1% |
| 1Y | +317.7% | +3.4% | +314.4% | +291.3% |
| 3Y | +478.6% | +73.1% | +405.5% | +273.6% |
| 5Y | +169.5% | +87.1% | +82.4% | +71.5% |
| All | +4,921.3% | +465.5% | +4,455.8% | +1,510.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling