+357.4%
SOXL vs HDB
-34.6%
+392.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.4% | +10.3% | +10.1% |
| 7D | +5.3% | +0.4% | +4.9% | +5.0% |
| 30D | -11.2% | -2.8% | -8.4% | -9.8% |
| 3M | -55.4% | -3.5% | -51.8% | -55.7% |
| 6M | +107.1% | -24.7% | +131.9% | +124.7% |
| YTD | +179.0% | -36.6% | +215.6% | +189.7% |
| 1Y | +357.4% | -34.4% | +391.7% | +354.9% |
| All | +357.4% | -34.6% | +392.0% | +354.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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