+449.8%
SOXL vs WAB
+164.6%
+285.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.1% | -8.0% | -7.9% |
| 7D | +8.5% | -0.2% | +8.6% | +9.0% |
| 30D | -13.0% | -5.9% | -7.1% | +1.0% |
| 3M | -35.9% | +9.4% | -45.3% | -48.2% |
| 6M | +112.1% | +13.8% | +98.2% | +63.9% |
| YTD | +175.4% | +31.8% | +143.7% | +50.1% |
| 1Y | +304.9% | +48.5% | +256.4% | +69.6% |
| All | +449.8% | +164.6% | +285.2% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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