+478.6%
SOXL vs MOH
-36.3%
+514.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.0% | +3.3% | +5.4% |
| 7D | +3.9% | +1.7% | +2.2% | +4.1% |
| 30D | -14.3% | -0.9% | -13.4% | -14.3% |
| 3M | -45.6% | +5.7% | -51.3% | -45.3% |
| 6M | +117.2% | +39.1% | +78.1% | +121.4% |
| YTD | +189.8% | +17.7% | +172.2% | +192.2% |
| 1Y | +317.7% | +8.4% | +309.4% | +319.2% |
| 3Y | +478.6% | -36.6% | +515.2% | +392.1% |
| All | +478.6% | -36.3% | +514.9% | +392.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling