+2,802.6%
MULL vs SOXQ
+111.3%
+2,691.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.4% | +8.5% | +1.8% |
| 7D | +17.3% | +2.3% | +15.0% | +10.2% |
| 30D | +23.5% | -2.3% | +25.8% | +33.0% |
| 3M | -24.0% | -13.8% | -10.2% | +52.4% |
| 6M | +276.7% | +48.6% | +228.1% | +74.8% |
| YTD | +565.1% | +66.0% | +499.1% | +138.6% |
| 1Y | +2,802.6% | +107.9% | +2,694.7% | +471.2% |
| All | +2,802.6% | +111.3% | +2,691.3% | +471.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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