+19,165.6%
SOXL vs WY
+147.7%
+19,017.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.7% | -5.4% | -4.2% |
| 7D | +8.5% | -3.7% | +12.1% | +14.7% |
| 30D | -13.0% | -11.3% | -1.7% | +2.8% |
| 3M | -35.9% | -8.1% | -27.8% | -32.1% |
| 6M | +112.1% | -7.4% | +119.5% | +121.5% |
| YTD | +175.4% | -4.7% | +180.1% | +168.2% |
| 1Y | +304.9% | -9.2% | +314.1% | +313.8% |
| 3Y | +448.6% | -24.7% | +473.3% | +645.6% |
| 5Y | +156.1% | -21.6% | +177.7% | +317.4% |
| 10Y | +4,957.3% | +6.7% | +4,950.7% | +6,044.0% |
| All | +19,165.6% | +147.7% | +19,017.9% | +6,505.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling