+478.6%
SOXL vs MGY
+25.2%
+453.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.1% | +5.1% |
| 7D | +3.9% | +3.5% | +0.3% | +1.1% |
| 30D | -14.3% | +5.3% | -19.6% | -18.2% |
| 3M | -45.6% | +2.6% | -48.3% | -48.5% |
| 6M | +117.2% | -3.3% | +120.5% | +100.7% |
| YTD | +189.8% | +29.2% | +160.6% | +80.9% |
| 1Y | +317.7% | +18.0% | +299.7% | +191.6% |
| 3Y | +478.6% | +30.0% | +448.6% | +303.3% |
| All | +478.6% | +25.2% | +453.5% | +303.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling