+357.4%
SOXL vs HLT
+13.1%
+344.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.9% | +10.6% |
| 7D | +5.3% | -3.3% | +8.7% | +8.0% |
| 30D | -11.2% | -4.1% | -7.1% | -8.9% |
| 3M | -55.4% | -7.9% | -47.4% | -52.7% |
| 6M | +107.1% | +2.2% | +105.0% | +98.0% |
| YTD | +179.0% | +8.5% | +170.6% | +165.0% |
| 1Y | +357.4% | +12.1% | +345.2% | +327.6% |
| All | +357.4% | +13.1% | +344.3% | +327.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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