+19,165.6%
SOXL vs DHR
+1,188.3%
+17,977.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.1% | -5.9% | -5.2% |
| 7D | +8.5% | -5.0% | +13.4% | +15.9% |
| 30D | -13.0% | -3.3% | -9.6% | -9.9% |
| 3M | -35.9% | +9.4% | -45.4% | -49.6% |
| 6M | +112.1% | +3.2% | +108.9% | +76.8% |
| YTD | +175.4% | -12.0% | +187.5% | +187.5% |
| 1Y | +304.9% | +4.9% | +300.0% | +220.0% |
| 3Y | +448.6% | -7.4% | +455.9% | +443.4% |
| 5Y | +156.1% | -29.8% | +185.9% | +342.0% |
| 10Y | +4,957.3% | +209.1% | +4,748.2% | +2,086.1% |
| All | +19,165.6% | +1,188.3% | +17,977.3% | +400.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling