+497.9%
SOXL vs MSFU
+24.2%
+473.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.8% |
| 7D | +18.4% | -2.3% | +20.7% | +19.6% |
| 30D | -3.2% | -6.3% | +3.1% | -0.4% |
| 3M | -37.6% | +40.0% | -77.5% | -57.4% |
| 6M | +136.1% | +30.1% | +106.0% | +56.9% |
| YTD | +199.5% | -10.3% | +209.8% | +179.1% |
| 1Y | +363.2% | -19.0% | +382.3% | +394.3% |
| All | +497.9% | +24.2% | +473.7% | +305.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling