+19,165.6%
SOXL vs MDY
+484.1%
+18,681.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.9% | -7.1% | -4.8% |
| 7D | +8.5% | -2.5% | +11.0% | +18.2% |
| 30D | -13.0% | -5.0% | -7.9% | +5.0% |
| 3M | -35.9% | +0.5% | -36.4% | -30.8% |
| 6M | +112.1% | +8.0% | +104.0% | +100.6% |
| YTD | +175.4% | +12.2% | +163.3% | +138.8% |
| 1Y | +304.9% | +14.0% | +290.9% | +250.2% |
| 3Y | +448.6% | +48.2% | +400.4% | +208.0% |
| 5Y | +156.1% | +46.1% | +110.0% | +163.3% |
| 10Y | +4,957.3% | +173.8% | +4,783.5% | +1,481.5% |
| All | +19,165.6% | +484.1% | +18,681.5% | +1,120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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