+112.1%
SOXL vs MUU
+272.4%
-160.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -9.3% | +1.3% | -1.6% |
| 7D | +8.5% | +3.6% | +4.9% | +5.6% |
| 30D | -13.0% | +22.3% | -35.3% | -25.0% |
| 3M | -35.9% | -8.2% | -27.7% | -32.2% |
| 6M | +112.1% | +256.3% | -144.3% | +3.4% |
| All | +112.1% | +272.4% | -160.4% | +3.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling