+55.9%
SOXL vs MOH
+53.5%
+2.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +8.9% | -17.7% | -6.5% |
| 7D | -37.9% | +14.3% | -52.2% | -35.4% |
| 30D | -59.4% | +16.7% | -76.1% | -57.6% |
| 3M | -52.3% | +18.3% | -70.6% | -50.0% |
| 6M | -47.7% | +15.8% | -63.5% | -45.1% |
| YTD | +58.8% | +30.5% | +28.3% | +58.6% |
| 1Y | +55.9% | +49.3% | +6.6% | +53.3% |
| All | +55.9% | +53.5% | +2.4% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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