+317.7%
SOXL vs USHY
+3.5%
+314.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +4.7% |
| 7D | +3.9% | -0.7% | +4.6% | +18.5% |
| 30D | -14.3% | -0.7% | -13.6% | -2.3% |
| 3M | -45.6% | +0.1% | -45.7% | -44.2% |
| 6M | +117.2% | +1.8% | +115.4% | +89.8% |
| YTD | +189.8% | +1.8% | +188.1% | +164.1% |
| 1Y | +317.7% | +3.3% | +314.5% | +197.9% |
| All | +317.7% | +3.5% | +314.2% | +197.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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