+357.4%
SOXL vs HAL
+74.7%
+282.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.6% | +10.5% | +10.1% |
| 7D | +5.3% | +2.9% | +2.4% | +4.2% |
| 30D | -11.2% | +17.0% | -28.2% | -16.5% |
| 3M | -55.4% | -9.7% | -45.7% | -53.0% |
| 6M | +107.1% | +8.6% | +98.5% | +98.4% |
| YTD | +179.0% | +33.0% | +146.1% | +142.1% |
| 1Y | +357.4% | +68.3% | +289.0% | +280.3% |
| All | +357.4% | +74.7% | +282.7% | +280.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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