+235.9%
SOXL vs MUU
+2,789.9%
-2,554.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.5% | -3.4% | -1.8% |
| 7D | +18.4% | +15.0% | +3.3% | +6.9% |
| 30D | -3.2% | +36.8% | -40.0% | -23.2% |
| 3M | -37.6% | -8.5% | -29.1% | -35.7% |
| 6M | +136.1% | +320.7% | -184.7% | -25.6% |
| YTD | +199.5% | +599.7% | -400.2% | -38.5% |
| 1Y | +363.2% | +2,569.2% | -2,205.9% | -69.1% |
| All | +235.9% | +2,789.9% | -2,554.0% | -83.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling