+357.4%
SOXL vs HIG
+5.1%
+352.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.2% | +11.0% | +7.1% |
| 7D | +5.3% | +0.3% | +5.0% | +6.3% |
| 30D | -11.2% | -3.2% | -8.0% | -16.5% |
| 3M | -55.4% | +9.1% | -64.5% | -41.2% |
| 6M | +107.1% | -1.8% | +108.9% | +144.4% |
| YTD | +179.0% | +1.8% | +177.3% | +249.4% |
| 1Y | +357.4% | +4.6% | +352.8% | +544.4% |
| All | +357.4% | +5.1% | +352.3% | +544.4% |
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