+225.7%
SOXL vs MDLN
+4.5%
+221.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.9% | +9.9% |
| 7D | +5.3% | +3.7% | +1.6% | +6.0% |
| 30D | -11.2% | -0.2% | -11.0% | -11.4% |
| 3M | -55.4% | +6.2% | -61.6% | -55.1% |
| 6M | +107.1% | -14.7% | +121.8% | +108.4% |
| YTD | +179.0% | -12.9% | +191.9% | +192.1% |
| All | +225.7% | +4.5% | +221.1% | +243.2% |
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