+449.8%
SOXL vs MUB
+7.4%
+442.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -5.0% |
| 7D | +8.5% | -1.2% | +9.7% | +14.2% |
| 30D | -13.0% | -2.8% | -10.2% | -2.2% |
| 3M | -35.9% | -3.1% | -32.9% | -26.6% |
| 6M | +112.1% | -2.9% | +114.9% | +144.4% |
| YTD | +175.4% | -2.0% | +177.4% | +211.6% |
| 1Y | +304.9% | 0.0% | +304.9% | +333.8% |
| All | +449.8% | +7.4% | +442.4% | +264.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling