+55.9%
SOXL vs WM
+21.9%
+34.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.6% | -10.4% | -3.8% |
| 7D | -37.9% | +5.9% | -43.8% | -24.2% |
| 30D | -59.4% | +15.4% | -74.8% | -32.7% |
| 3M | -52.3% | +6.3% | -58.7% | -36.5% |
| 6M | -47.7% | +5.6% | -53.3% | -16.6% |
| YTD | +58.8% | +9.9% | +48.8% | +170.4% |
| 1Y | +55.9% | +20.8% | +35.1% | +230.9% |
| All | +55.9% | +21.9% | +34.0% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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