+446.4%
SOXL vs WM
+46.8%
+399.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.2% | +11.1% | +8.9% |
| 7D | +5.3% | -0.3% | +5.6% | +5.2% |
| 30D | -11.2% | -2.4% | -8.8% | -12.4% |
| 3M | -55.4% | +0.4% | -55.8% | -54.5% |
| 6M | +107.1% | -9.5% | +116.6% | +112.2% |
| YTD | +179.0% | +0.5% | +178.5% | +181.7% |
| 1Y | +357.4% | -1.1% | +358.5% | +368.2% |
| All | +446.4% | +46.8% | +399.6% | +621.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling