+478.6%
SOXL vs WY
-24.8%
+503.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.3% | +4.9% | +4.9% |
| 7D | +3.9% | -4.2% | +8.0% | +8.0% |
| 30D | -14.3% | -10.1% | -4.2% | -5.9% |
| 3M | -45.6% | -8.5% | -37.1% | -43.1% |
| 6M | +117.2% | -3.3% | +120.5% | +114.4% |
| YTD | +189.8% | -4.4% | +194.2% | +181.9% |
| 1Y | +317.7% | -11.5% | +329.2% | +344.9% |
| 3Y | +478.6% | -24.3% | +502.9% | +619.1% |
| All | +478.6% | -24.8% | +503.4% | +619.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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