+4,921.3%
SOXL vs WING
+407.7%
+4,513.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.0% | -0.7% | +0.8% |
| 7D | +3.9% | +7.2% | -3.4% | -1.3% |
| 30D | -14.3% | +4.8% | -19.1% | -19.8% |
| 3M | -45.6% | -23.7% | -21.9% | -37.5% |
| 6M | +117.2% | -43.6% | +160.8% | +203.8% |
| YTD | +189.8% | -50.6% | +240.4% | +320.1% |
| 1Y | +317.7% | -57.0% | +374.8% | +553.8% |
| 3Y | +478.6% | -28.3% | +506.9% | +418.8% |
| 5Y | +169.5% | -32.4% | +201.9% | +153.0% |
| All | +4,921.3% | +407.7% | +4,513.6% | +1,434.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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