+9,612.4%
SOXL vs HAS
+441.2%
+9,171.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.8% | -10.2% | -10.1% |
| 7D | +26.9% | +1.4% | +25.5% | +25.7% |
| 30D | -47.2% | +26.3% | -73.5% | -60.6% |
| 3M | -59.9% | +25.6% | -85.5% | -70.3% |
| 6M | -68.3% | +30.3% | -98.6% | -78.5% |
| YTD | +38.8% | +50.4% | -11.5% | -22.4% |
| 1Y | +48.8% | +57.7% | -8.9% | -21.4% |
| 3Y | +196.5% | +213.4% | -16.9% | -29.3% |
| 5Y | -5.0% | +49.1% | -54.1% | -37.6% |
| 10Y | +1,914.5% | +98.5% | +1,816.0% | +804.2% |
| All | +9,612.4% | +441.2% | +9,171.2% | +738.1% |
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