+357.4%
SOXL vs WTW
+3.0%
+354.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -2.1% | +12.0% | +6.8% |
| 7D | +5.3% | -2.6% | +8.0% | +1.6% |
| 30D | -11.2% | -1.0% | -10.2% | -11.5% |
| 3M | -55.4% | +29.9% | -85.3% | -27.8% |
| 6M | +107.1% | +10.7% | +96.4% | +210.4% |
| YTD | +179.0% | +2.6% | +176.5% | +308.5% |
| 1Y | +357.4% | +2.8% | +354.6% | +571.4% |
| All | +357.4% | +3.0% | +354.4% | +571.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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