+58.0%
SOXL vs WM
+21.2%
+36.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.8% | +1.2% | +16.6% | +21.6% |
| 7D | -1.0% | +0.8% | -1.7% | +3.5% |
| 30D | -48.6% | +13.8% | -62.4% | -16.9% |
| 3M | -50.3% | +6.4% | -56.7% | -32.2% |
| 6M | -65.3% | +13.2% | -78.5% | -38.7% |
| YTD | +57.2% | +10.8% | +46.4% | +176.7% |
| 1Y | +58.0% | +20.2% | +37.8% | +221.9% |
| All | +58.0% | +21.2% | +36.9% | +221.9% |
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