+265.1%
MU vs SOXL
+49.0%
+216.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -8.8% | +1.8% | -2.8% |
| 7D | -19.1% | -37.9% | +18.8% | -0.5% |
| 30D | -25.2% | -59.4% | +34.2% | +10.4% |
| 3M | -10.9% | -52.3% | +41.4% | +17.5% |
| 6M | +38.0% | -47.7% | +85.7% | +54.0% |
| YTD | +178.8% | +58.8% | +120.1% | +61.8% |
| 1Y | +265.1% | +55.9% | +209.3% | +109.6% |
| All | +265.1% | +49.0% | +216.1% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXL.
Daily Out/Under-Performance
Portfolio return minus SOXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXL 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 SOXL 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