+357.4%
SOXL vs HUM
+31.0%
+326.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.2% | +11.1% | +10.1% |
| 7D | +5.3% | +4.2% | +1.2% | +4.4% |
| 30D | -11.2% | +10.4% | -21.6% | -12.9% |
| 3M | -55.4% | +15.1% | -70.4% | -56.0% |
| 6M | +107.1% | +120.9% | -13.8% | +82.1% |
| YTD | +179.0% | +57.9% | +121.1% | +151.8% |
| 1Y | +357.4% | +30.6% | +326.8% | +332.0% |
| All | +357.4% | +31.0% | +326.4% | +332.0% |
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