+864.1%
SOXL vs MP
+418.4%
+445.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -5.5% | -2.5% | -4.9% |
| 7D | +8.5% | -4.6% | +13.0% | +11.6% |
| 30D | -13.0% | -7.1% | -5.9% | -9.2% |
| 3M | -35.9% | -4.0% | -31.9% | -31.5% |
| 6M | +112.1% | -16.7% | +128.7% | +149.2% |
| YTD | +175.4% | +1.6% | +173.8% | +187.8% |
| 1Y | +304.9% | -17.8% | +322.7% | +347.3% |
| 3Y | +448.6% | +139.6% | +309.0% | +149.5% |
| 5Y | +156.1% | +50.5% | +105.6% | +84.0% |
| All | +864.1% | +418.4% | +445.7% | +492.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling