+4,921.3%
SOXL vs HUBS
+323.9%
+4,597.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.6% |
| 7D | +3.9% | -9.0% | +12.9% | +12.0% |
| 30D | -14.3% | +7.2% | -21.5% | -23.0% |
| 3M | -45.6% | +20.9% | -66.5% | -64.3% |
| 6M | +117.2% | -13.0% | +130.2% | +55.1% |
| YTD | +189.8% | -43.8% | +233.7% | +185.9% |
| 1Y | +317.7% | -54.6% | +372.4% | +397.3% |
| 3Y | +478.6% | -58.5% | +537.1% | +694.5% |
| 5Y | +169.5% | -66.4% | +235.9% | +368.8% |
| All | +4,921.3% | +323.9% | +4,597.4% | +739.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 10y: compounded portfolio wealth divided by compounded HUBS 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…
10y analysis · Full analysis span regression · 6 months rolling