+55.9%
SOXL vs MAS
+40.8%
+15.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.6% | -14.5% | -12.5% |
| 7D | -37.9% | +14.2% | -52.0% | -44.4% |
| 30D | -59.4% | +26.8% | -86.2% | -67.6% |
| 3M | -52.3% | +13.1% | -65.4% | -57.6% |
| 6M | -47.7% | +27.9% | -75.6% | -58.8% |
| YTD | +58.8% | +38.7% | +20.1% | +7.4% |
| 1Y | +55.9% | +40.4% | +15.5% | +3.6% |
| All | +55.9% | +40.8% | +15.1% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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