+865.0%
SOXL vs MSFU
+73.2%
+791.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.1% | +4.2% |
| 7D | +3.9% | -1.8% | +5.7% | +5.4% |
| 30D | -14.3% | +0.5% | -14.8% | -16.6% |
| 3M | -45.6% | +51.9% | -97.5% | -69.2% |
| 6M | +117.2% | +35.0% | +82.2% | +24.4% |
| YTD | +189.8% | -9.0% | +198.9% | +144.1% |
| 1Y | +317.7% | -18.8% | +336.5% | +311.0% |
| 3Y | +478.6% | +25.5% | +453.1% | +210.4% |
| All | +865.0% | +73.2% | +791.8% | +229.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling