+357.4%
SOXL vs MAS
+1.6%
+355.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +1.8% | +8.1% | +8.2% |
| 7D | +5.3% | -0.8% | +6.1% | +6.2% |
| 30D | -11.2% | -5.6% | -5.6% | -6.4% |
| 3M | -55.4% | +4.4% | -59.8% | -57.4% |
| 6M | +107.1% | +7.2% | +99.9% | +82.7% |
| YTD | +179.0% | +16.1% | +162.9% | +129.8% |
| 1Y | +357.4% | +0.1% | +357.3% | +320.0% |
| All | +357.4% | +1.6% | +355.8% | +320.0% |
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