+162.3%
SOXL vs WU
-51.3%
+213.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.6% | +4.7% | +4.8% |
| 7D | +3.9% | -3.5% | +7.4% | +6.7% |
| 30D | -14.3% | -2.9% | -11.4% | -12.9% |
| 3M | -45.6% | -2.3% | -43.4% | -49.0% |
| 6M | +117.2% | -25.4% | +142.6% | +160.0% |
| YTD | +189.8% | -21.2% | +211.0% | +223.5% |
| 1Y | +317.7% | -8.9% | +326.6% | +288.0% |
| 3Y | +478.6% | -29.0% | +507.6% | +581.1% |
| All | +162.3% | -51.3% | +213.6% | +359.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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