+182.7%
SOXL vs MPWR
+155.0%
+27.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.9% |
| 7D | +16.4% | -0.6% | +17.0% | +17.7% |
| 30D | -12.1% | -13.1% | +1.0% | +13.4% |
| 3M | -41.7% | -21.7% | -20.0% | +1.5% |
| 6M | +157.4% | +19.5% | +137.9% | +151.4% |
| YTD | +193.3% | +34.9% | +158.4% | +143.4% |
| 1Y | +355.3% | +42.0% | +313.4% | +267.6% |
| 3Y | +484.2% | +148.8% | +335.3% | +128.7% |
| 5Y | +182.7% | +156.8% | +25.9% | +41.2% |
| All | +182.7% | +155.0% | +27.6% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 5y: compounded portfolio wealth divided by compounded MPWR 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…
5y analysis · Full analysis span regression · 6 months rolling