+357.4%
SOXL vs HRB
+1.1%
+356.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.0% | +13.9% | +6.4% |
| 7D | +5.3% | -5.7% | +11.0% | +0.4% |
| 30D | -11.2% | +7.9% | -19.1% | -4.6% |
| 3M | -55.4% | +32.1% | -87.5% | -36.4% |
| 6M | +107.1% | +62.2% | +44.9% | +239.8% |
| YTD | +179.0% | +16.4% | +162.6% | +264.8% |
| 1Y | +357.4% | -0.3% | +357.6% | +426.0% |
| All | +357.4% | +1.1% | +356.3% | +426.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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