+357.4%
SOXL vs HAS
+20.3%
+337.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.4% | +10.2% |
| 7D | +5.3% | -1.8% | +7.1% | +6.6% |
| 30D | -11.2% | +2.3% | -13.5% | -13.0% |
| 3M | -55.4% | +10.4% | -65.7% | -59.2% |
| 6M | +107.1% | -3.2% | +110.4% | +103.1% |
| YTD | +179.0% | +15.4% | +163.6% | +109.1% |
| 1Y | +357.4% | +18.8% | +338.6% | +197.6% |
| All | +357.4% | +20.3% | +337.0% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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