+317.7%
SOXL vs DHI
-21.2%
+338.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.7% | +3.5% | +4.2% |
| 7D | +3.9% | -3.4% | +7.3% | +6.1% |
| 30D | -14.3% | -5.4% | -8.9% | -11.8% |
| 3M | -45.6% | -10.4% | -35.2% | -42.1% |
| 6M | +117.2% | -2.8% | +120.0% | +116.8% |
| YTD | +189.8% | -3.4% | +193.3% | +188.9% |
| 1Y | +317.7% | -22.9% | +340.6% | +346.6% |
| All | +317.7% | -21.2% | +338.9% | +346.6% |
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