+478.6%
SOXL vs HUBB
+46.2%
+432.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.8% | +3.5% | +1.1% |
| 7D | +3.9% | -0.1% | +3.9% | +4.0% |
| 30D | -14.3% | -10.0% | -4.4% | +10.2% |
| 3M | -45.6% | -1.6% | -44.0% | -37.4% |
| 6M | +117.2% | -3.1% | +120.3% | +164.5% |
| YTD | +189.8% | +4.6% | +185.3% | +210.1% |
| 1Y | +317.7% | +3.3% | +314.4% | +372.9% |
| 3Y | +478.6% | +46.6% | +432.0% | +324.7% |
| All | +478.6% | +46.2% | +432.5% | +324.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 3y: compounded portfolio wealth divided by compounded HUBB 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…
3y analysis · Full analysis span regression · 6 months rolling