+317.7%
SOXL vs MSFU
-19.1%
+336.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.1% | +4.1% | +5.1% |
| 7D | +3.9% | -1.8% | +5.7% | +4.1% |
| 30D | -14.3% | +0.5% | -14.8% | -14.6% |
| 3M | -45.6% | +51.9% | -97.5% | -48.1% |
| 6M | +117.2% | +35.0% | +82.2% | +101.1% |
| YTD | +189.8% | -9.0% | +198.9% | +213.3% |
| 1Y | +317.7% | -18.8% | +336.5% | +429.9% |
| All | +317.7% | -19.1% | +336.9% | +429.9% |
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