+449.8%
SOXL vs HAL
-7.2%
+457.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.9% | -5.2% | -5.4% |
| 7D | +8.5% | -3.3% | +11.7% | +12.0% |
| 30D | -13.0% | +7.2% | -20.2% | -18.9% |
| 3M | -35.9% | -8.8% | -27.1% | -31.5% |
| 6M | +112.1% | +3.0% | +109.1% | +98.7% |
| YTD | +175.4% | +29.4% | +146.0% | +98.1% |
| 1Y | +304.9% | +62.8% | +242.0% | +118.2% |
| All | +449.8% | -7.2% | +457.1% | +304.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling