+55.9%
SOXL vs MSFU
-2.2%
+58.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +13.5% | -22.3% | -10.7% |
| 7D | -37.9% | +8.2% | -46.1% | -38.6% |
| 30D | -59.4% | +10.2% | -69.6% | -59.8% |
| 3M | -52.3% | +22.9% | -75.2% | -53.3% |
| 6M | -47.7% | +63.2% | -110.9% | -49.3% |
| YTD | +58.8% | +11.7% | +47.0% | +63.8% |
| 1Y | +55.9% | -3.5% | +59.4% | +86.0% |
| All | +55.9% | -2.2% | +58.1% | +86.0% |
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