+55.9%
SOXL vs MGY
+8.9%
+47.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -5.2% | -3.6% | -11.7% |
| 7D | -37.9% | -12.1% | -25.8% | -42.6% |
| 30D | -59.4% | -2.6% | -56.8% | -59.7% |
| 3M | -52.3% | -4.2% | -48.1% | -52.1% |
| 6M | -47.7% | -23.9% | -23.8% | -53.9% |
| YTD | +58.8% | +8.8% | +49.9% | +39.2% |
| 1Y | +55.9% | +9.5% | +46.4% | +37.4% |
| All | +55.9% | +8.9% | +47.0% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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