+357.4%
SOXL vs MOH
+18.1%
+339.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.0% | +10.9% | +9.8% |
| 7D | +5.3% | +0.4% | +4.9% | +5.4% |
| 30D | -11.2% | +2.9% | -14.1% | -10.9% |
| 3M | -55.4% | +4.1% | -59.5% | -55.2% |
| 6M | +107.1% | +33.8% | +73.3% | +108.6% |
| YTD | +179.0% | +15.7% | +163.3% | +175.6% |
| 1Y | +357.4% | +17.5% | +339.8% | +342.0% |
| All | +357.4% | +18.1% | +339.2% | +342.0% |
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