+85.3%
SOXL vs MDLN
+15.3%
+70.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +18.4% | -27.2% | -4.8% |
| 7D | -37.9% | +24.7% | -62.5% | -34.5% |
| 30D | -59.4% | +12.7% | -72.1% | -57.6% |
| 3M | -52.3% | -4.0% | -48.3% | -52.2% |
| 6M | -47.7% | -8.7% | -39.0% | -44.9% |
| YTD | +58.8% | -3.9% | +62.7% | +72.0% |
| All | +85.3% | +15.3% | +70.0% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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