+19,418.6%
SOXL vs HAS
+315.4%
+19,103.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.5% | +10.4% | +10.5% |
| 7D | +5.3% | -1.8% | +7.1% | +7.7% |
| 30D | -11.2% | +2.3% | -13.5% | -14.1% |
| 3M | -55.4% | +10.4% | -65.7% | -61.1% |
| 6M | +107.1% | -3.2% | +110.4% | +105.3% |
| YTD | +179.0% | +15.4% | +163.6% | +119.7% |
| 1Y | +357.4% | +18.8% | +338.6% | +251.4% |
| 3Y | +397.5% | +43.9% | +353.5% | +207.2% |
| 5Y | +155.9% | +13.9% | +142.0% | +139.0% |
| 10Y | +4,301.6% | +56.4% | +4,245.2% | +2,571.6% |
| All | +19,418.6% | +315.4% | +19,103.2% | +2,271.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling