+2,216.3%
SOXL vs MGY
+210.4%
+2,005.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.1% | +5.1% |
| 7D | +3.9% | +3.5% | +0.3% | +1.4% |
| 30D | -14.3% | +5.3% | -19.6% | -17.8% |
| 3M | -45.6% | +2.6% | -48.3% | -48.5% |
| 6M | +117.2% | -3.3% | +120.5% | +105.3% |
| YTD | +189.8% | +29.2% | +160.6% | +115.7% |
| 1Y | +317.7% | +18.0% | +299.7% | +233.9% |
| 3Y | +478.6% | +30.0% | +448.6% | +366.8% |
| 5Y | +169.5% | +92.7% | +76.8% | +66.9% |
| All | +2,216.3% | +210.4% | +2,005.9% | +1,156.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling