+484.2%
SOXL vs HAS
+45.6%
+438.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.4% | +7.5% | +7.6% |
| 7D | +16.4% | -3.1% | +19.5% | +19.9% |
| 30D | -12.1% | -2.7% | -9.4% | -10.3% |
| 3M | -41.7% | +8.9% | -50.6% | -47.8% |
| 6M | +157.4% | -2.9% | +160.3% | +153.1% |
| YTD | +193.3% | +12.6% | +180.6% | +139.3% |
| 1Y | +355.3% | +17.5% | +337.9% | +256.9% |
| 3Y | +484.2% | +46.2% | +437.9% | +214.0% |
| All | +484.2% | +45.6% | +438.6% | +214.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling