+317.7%
SOXL vs DHR
+3.6%
+314.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.4% | +5.2% |
| 7D | +3.9% | -3.6% | +7.5% | +3.4% |
| 30D | -14.3% | -2.7% | -11.6% | -14.4% |
| 3M | -45.6% | +10.9% | -56.5% | -47.7% |
| 6M | +117.2% | +3.0% | +114.2% | +119.2% |
| YTD | +189.8% | -12.2% | +202.0% | +218.7% |
| 1Y | +317.7% | +3.3% | +314.4% | +343.0% |
| All | +317.7% | +3.6% | +314.2% | +343.0% |
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