+55.9%
SOXL vs MOS
-16.2%
+72.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +17.4% | -26.2% | -12.7% |
| 7D | -37.9% | +17.9% | -55.8% | -40.9% |
| 30D | -59.4% | +1.6% | -61.0% | -59.3% |
| 3M | -52.3% | -4.0% | -48.3% | -51.5% |
| 6M | -47.7% | -4.1% | -43.6% | -47.1% |
| YTD | +58.8% | -7.8% | +66.6% | +64.2% |
| 1Y | +55.9% | -15.6% | +71.5% | +68.1% |
| All | +55.9% | -16.2% | +72.1% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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