+20,848.2%
SOXL vs MUB
+54.7%
+20,793.5%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +3.2% |
| 7D | +18.4% | -0.7% | +19.1% | +20.1% |
| 30D | -3.2% | -2.0% | -1.2% | +1.0% |
| 3M | -37.6% | -2.5% | -35.1% | -33.9% |
| 6M | +136.1% | -2.3% | +138.4% | +151.4% |
| YTD | +199.5% | -1.3% | +200.8% | +213.3% |
| 1Y | +363.2% | +1.1% | +362.1% | +362.6% |
| 3Y | +496.5% | +8.2% | +488.3% | +423.2% |
| 5Y | +184.8% | +1.5% | +183.4% | +176.2% |
| 10Y | +5,399.0% | +17.6% | +5,381.4% | +5,293.8% |
| All | +20,848.2% | +54.7% | +20,793.5% | +21,989.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling