+4,921.3%
SOXL vs MUB
+17.2%
+4,904.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.8% | +3.5% |
| 7D | +3.9% | -0.8% | +4.7% | +7.6% |
| 30D | -14.3% | -2.4% | -11.9% | -5.3% |
| 3M | -45.6% | -2.8% | -42.8% | -38.4% |
| 6M | +117.2% | -2.2% | +119.4% | +145.0% |
| YTD | +189.8% | -1.6% | +191.4% | +220.1% |
| 1Y | +317.7% | 0.0% | +317.7% | +332.1% |
| 3Y | +478.6% | +7.9% | +470.7% | +337.0% |
| 5Y | +169.5% | +1.2% | +168.3% | +164.1% |
| All | +4,921.3% | +17.2% | +4,904.1% | +5,544.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling