+55.9%
SOXL vs HUM
+51.1%
+4.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.1% | -8.7% | -8.8% |
| 7D | -37.9% | +1.6% | -39.4% | -38.0% |
| 30D | -59.4% | +3.5% | -62.9% | -59.6% |
| 3M | -52.3% | +15.5% | -67.8% | -53.4% |
| 6M | -47.7% | +76.2% | -123.9% | -51.3% |
| YTD | +58.8% | +64.5% | -5.8% | +41.4% |
| 1Y | +55.9% | +50.0% | +5.9% | +42.4% |
| All | +55.9% | +51.1% | +4.8% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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