+55.9%
SOXL vs MUU
+478.9%
-423.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -14.0% | +5.2% | +0.9% |
| 7D | -37.9% | -35.9% | -2.0% | -14.5% |
| 30D | -59.4% | -47.1% | -12.3% | -35.7% |
| 3M | -52.3% | -29.8% | -22.5% | -37.6% |
| 6M | -47.7% | +16.0% | -63.7% | -48.9% |
| YTD | +58.8% | +286.1% | -227.3% | -30.1% |
| 1Y | +55.9% | +504.3% | -448.4% | -49.4% |
| All | +55.9% | +478.9% | -423.0% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUU.
Daily Out/Under-Performance
Portfolio return minus MUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUU 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 MUU 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