+20,848.2%
SOXL vs WU
-10.2%
+20,858.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +3.2% |
| 7D | +18.4% | -4.9% | +23.3% | +25.4% |
| 30D | -3.2% | -1.3% | -1.9% | -2.8% |
| 3M | -37.6% | -3.6% | -34.0% | -41.9% |
| 6M | +136.1% | -24.3% | +160.4% | +195.1% |
| YTD | +199.5% | -21.1% | +220.6% | +245.2% |
| 1Y | +363.2% | -10.3% | +373.5% | +328.9% |
| 3Y | +496.5% | -28.4% | +524.8% | +615.8% |
| 5Y | +184.8% | -51.2% | +236.0% | +485.6% |
| 10Y | +5,399.0% | -39.6% | +5,438.6% | +9,817.1% |
| All | +20,848.2% | -10.2% | +20,858.4% | +22,060.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling