+162.3%
SOXL vs UUUU
+79.1%
+83.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -5.0% | +10.2% | +8.4% |
| 7D | +3.9% | -10.5% | +14.4% | +11.3% |
| 30D | -14.3% | -10.5% | -3.8% | -8.7% |
| 3M | -45.6% | -14.1% | -31.5% | -37.8% |
| 6M | +117.2% | -35.5% | +152.7% | +199.6% |
| YTD | +189.8% | -10.9% | +200.8% | +214.6% |
| 1Y | +317.7% | +3.4% | +314.4% | +265.3% |
| 3Y | +478.6% | +73.1% | +405.5% | +189.4% |
| All | +162.3% | +79.1% | +83.2% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling