+357.4%
SOXL vs HST
+38.1%
+319.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +9.6% |
| 7D | +5.3% | -1.0% | +6.4% | +6.5% |
| 30D | -11.2% | -12.3% | +1.1% | +1.6% |
| 3M | -55.4% | -6.4% | -49.0% | -54.0% |
| 6M | +107.1% | +15.0% | +92.1% | +65.7% |
| YTD | +179.0% | +30.5% | +148.5% | +106.7% |
| 1Y | +357.4% | +35.7% | +321.7% | +226.7% |
| All | +357.4% | +38.1% | +319.3% | +226.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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