+156.1%
SOXL vs MUB
+0.7%
+155.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -4.6% |
| 7D | +8.5% | -1.2% | +9.7% | +15.0% |
| 30D | -13.0% | -2.8% | -10.2% | -0.6% |
| 3M | -35.9% | -3.1% | -32.9% | -25.2% |
| 6M | +112.1% | -2.9% | +114.9% | +150.0% |
| YTD | +175.4% | -2.0% | +177.4% | +215.2% |
| 1Y | +304.9% | 0.0% | +304.9% | +327.0% |
| 3Y | +448.6% | +7.4% | +441.2% | +294.1% |
| 5Y | +156.1% | +0.8% | +155.3% | +111.8% |
| All | +156.1% | +0.7% | +155.4% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling