+5,744.5%
MU vs SOXL
+5,069.7%
+674.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -8.0% | +3.1% | -1.7% |
| 7D | +2.0% | +8.5% | -6.4% | -1.4% |
| 30D | +12.5% | -13.0% | +25.5% | +18.0% |
| 3M | +9.6% | -35.9% | +45.5% | +23.4% |
| 6M | +142.6% | +112.1% | +30.6% | +64.2% |
| YTD | +242.7% | +175.4% | +67.2% | +107.5% |
| 1Y | +599.3% | +304.9% | +294.4% | +257.6% |
| 3Y | +1,308.3% | +448.6% | +859.7% | +400.8% |
| 5Y | +1,263.7% | +156.1% | +1,107.6% | +361.5% |
| All | +5,744.5% | +5,069.7% | +674.8% | +231.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling