+317.7%
SOXL vs MUU
+1,914.7%
-1,597.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.1% | +6.3% | +6.0% |
| 7D | +3.9% | -8.2% | +12.1% | +9.7% |
| 30D | -14.3% | +10.2% | -24.5% | -20.4% |
| 3M | -45.6% | -26.5% | -19.1% | -34.9% |
| 6M | +117.2% | +227.2% | -110.0% | -2.2% |
| YTD | +189.8% | +527.4% | -337.6% | -15.5% |
| 1Y | +317.7% | +1,843.7% | -1,525.9% | -38.9% |
| All | +317.7% | +1,914.7% | -1,597.0% | -38.9% |
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