+55.9%
SOXL vs MUB
+0.1%
+55.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.4% | -9.3% | -11.4% |
| 7D | -37.9% | +0.6% | -38.5% | -40.5% |
| 30D | -59.4% | +3.2% | -62.6% | -68.6% |
| 3M | -52.3% | -1.1% | -51.3% | -39.7% |
| 6M | -47.7% | -1.1% | -46.6% | -29.1% |
| YTD | +58.8% | -0.5% | +59.2% | +123.8% |
| 1Y | +55.9% | 0.0% | +55.9% | +124.2% |
| All | +55.9% | +0.1% | +55.8% | +124.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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