+184.0%
SOXL vs HTZ
-89.5%
+273.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.3% | +8.6% | +9.5% |
| 7D | +5.3% | +7.5% | -2.1% | +3.0% |
| 30D | -11.2% | +47.4% | -58.6% | -23.8% |
| 3M | -55.4% | -54.9% | -0.5% | -46.8% |
| 6M | +107.1% | -47.0% | +154.1% | +131.8% |
| YTD | +179.0% | -55.3% | +234.3% | +229.0% |
| 1Y | +357.4% | -57.6% | +415.0% | +420.9% |
| 3Y | +397.5% | -86.6% | +484.1% | +746.9% |
| 5Y | +155.9% | -86.1% | +242.0% | +400.2% |
| All | +184.0% | -89.5% | +273.5% | +516.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 all: compounded portfolio wealth divided by compounded HTZ 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…
all analysis · Full analysis span regression · 6 months rolling