+357.4%
SOXL vs MSFU
-18.4%
+375.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -4.2% | +14.0% | +10.4% |
| 7D | +5.3% | -5.7% | +11.0% | +6.1% |
| 30D | -11.2% | +4.2% | -15.4% | -12.1% |
| 3M | -55.4% | +27.9% | -83.3% | -55.2% |
| 6M | +107.1% | +37.1% | +70.0% | +91.9% |
| YTD | +179.0% | -7.4% | +186.4% | +199.7% |
| 1Y | +357.4% | -19.6% | +377.0% | +494.0% |
| All | +357.4% | -18.4% | +375.8% | +494.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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