+55.9%
SOXL vs DHI
+9.6%
+46.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +8.1% | -16.9% | -11.7% |
| 7D | -37.9% | +9.8% | -47.7% | -40.8% |
| 30D | -59.4% | +17.8% | -77.2% | -63.7% |
| 3M | -52.3% | +4.7% | -57.0% | -53.8% |
| 6M | -47.7% | +10.0% | -57.7% | -51.2% |
| YTD | +58.8% | +10.0% | +48.8% | +42.7% |
| 1Y | +55.9% | +9.1% | +46.8% | +38.1% |
| All | +55.9% | +9.6% | +46.3% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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