+55.9%
SOXL vs DHR
+11.6%
+44.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.1% | -10.9% | -8.7% |
| 7D | -37.9% | +0.4% | -38.3% | -37.9% |
| 30D | -59.4% | +6.2% | -65.6% | -58.9% |
| 3M | -52.3% | +20.8% | -73.1% | -50.1% |
| 6M | -47.7% | +35.5% | -83.2% | -49.8% |
| YTD | +58.8% | +3.2% | +55.5% | +90.3% |
| 1Y | +55.9% | +10.7% | +45.2% | +101.1% |
| All | +55.9% | +11.6% | +44.3% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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