+275.9%
SOXL vs MSTU
-88.1%
+364.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -6.8% | -1.2% | -6.2% |
| 7D | +8.5% | -22.0% | +30.5% | +15.7% |
| 30D | -13.0% | +60.3% | -73.3% | -27.6% |
| 3M | -35.9% | -3.7% | -32.2% | -40.3% |
| 6M | +112.1% | -45.2% | +157.2% | +125.0% |
| YTD | +175.4% | -64.3% | +239.7% | +200.0% |
| 1Y | +304.9% | -94.0% | +398.9% | +616.7% |
| All | +275.9% | -88.1% | +364.0% | +326.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling