+55.9%
SOXL vs HIG
+12.7%
+43.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.4% | -11.2% | -2.3% |
| 7D | -37.9% | +6.2% | -44.1% | -25.5% |
| 30D | -59.4% | +9.4% | -68.8% | -45.8% |
| 3M | -52.3% | -2.3% | -50.0% | -51.2% |
| 6M | -47.7% | +4.2% | -51.8% | -28.1% |
| YTD | +58.8% | +1.6% | +57.2% | +116.8% |
| 1Y | +55.9% | +9.9% | +46.0% | +145.4% |
| All | +55.9% | +12.7% | +43.1% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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