+295.6%
SOXL vs MSTU
-87.7%
+383.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.6% | +1.7% | +4.3% |
| 7D | +3.9% | -16.6% | +20.5% | +8.9% |
| 30D | -14.3% | +69.7% | -84.0% | -29.8% |
| 3M | -45.6% | -7.5% | -38.1% | -48.9% |
| 6M | +117.2% | -43.1% | +160.3% | +128.2% |
| YTD | +189.8% | -63.0% | +252.9% | +212.7% |
| 1Y | +317.7% | -93.8% | +411.5% | +631.8% |
| All | +295.6% | -87.7% | +383.2% | +344.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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