+20,415.5%
SOXL vs HDB
+288.6%
+20,126.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -3.0% | +8.1% | +8.5% |
| 7D | +16.4% | -2.0% | +18.4% | +18.8% |
| 30D | -12.1% | -4.9% | -7.2% | -8.2% |
| 3M | -41.7% | -2.3% | -39.4% | -42.7% |
| 6M | +157.4% | -23.7% | +181.1% | +240.3% |
| YTD | +193.3% | -38.5% | +231.8% | +393.7% |
| 1Y | +355.3% | -36.5% | +391.8% | +626.9% |
| 3Y | +484.2% | -28.5% | +512.6% | +664.3% |
| 5Y | +182.7% | -37.4% | +220.0% | +380.2% |
| 10Y | +4,692.2% | +34.0% | +4,658.2% | +3,522.3% |
| All | +20,415.5% | +288.6% | +20,126.9% | +3,976.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling