+50.0%
SOXL vs HAS
+58.8%
-8.8%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.3% | +0.1% |
| 7D | +60.3% | +1.6% | +58.7% | +59.6% |
| 30D | -48.6% | +26.6% | -75.3% | -52.5% |
| 3M | -53.9% | +29.0% | -82.9% | -57.8% |
| 6M | -62.0% | +30.6% | -92.6% | -66.8% |
| YTD | +56.0% | +51.5% | +4.5% | +7.8% |
| 1Y | +50.0% | +58.5% | -8.5% | +1.4% |
| All | +50.0% | +58.8% | -8.8% | +1.4% |
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