+156.1%
SOXL vs WING
-35.5%
+191.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.1% | -8.0% | -8.0% |
| 7D | +8.5% | +0.2% | +8.2% | +8.2% |
| 30D | -13.0% | -0.5% | -12.5% | -15.2% |
| 3M | -35.9% | -23.9% | -12.1% | -26.4% |
| 6M | +112.1% | -48.9% | +160.9% | +215.8% |
| YTD | +175.4% | -53.3% | +228.8% | +310.9% |
| 1Y | +304.9% | -60.3% | +365.2% | +566.6% |
| 3Y | +448.6% | -30.1% | +478.7% | +350.7% |
| 5Y | +156.1% | -36.2% | +192.3% | +120.9% |
| All | +156.1% | -35.5% | +191.6% | +120.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling