+357.4%
SOXL vs WAT
+41.4%
+315.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.9% | +10.6% |
| 7D | +5.3% | -1.3% | +6.6% | +6.3% |
| 30D | -11.2% | +2.3% | -13.5% | -12.7% |
| 3M | -55.4% | +8.7% | -64.1% | -57.4% |
| 6M | +107.1% | +28.3% | +78.8% | +74.0% |
| YTD | +179.0% | +7.8% | +171.3% | +149.3% |
| 1Y | +357.4% | +36.6% | +320.8% | +261.1% |
| All | +357.4% | +41.4% | +315.9% | +261.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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