+2,330.7%
MULL vs SOXQ
+128.2%
+2,202.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.6% | -6.7% | -2.1% |
| 7D | +3.6% | +2.3% | +1.3% | -2.1% |
| 30D | +22.0% | -3.9% | +25.9% | +38.5% |
| 3M | -8.6% | -4.7% | -3.9% | +31.9% |
| 6M | +248.5% | +47.9% | +200.6% | +85.9% |
| YTD | +516.3% | +64.3% | +452.0% | +173.0% |
| 1Y | +2,036.6% | +95.7% | +1,940.9% | +583.2% |
| All | +2,330.7% | +128.2% | +2,202.5% | +625.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling