+1,384.0%
MU vs SOXL
+476.6%
+907.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.6% | +1.8% |
| 7D | +7.5% | +18.4% | -10.9% | -0.2% |
| 30D | +19.4% | -3.2% | +22.5% | +20.0% |
| 3M | +9.8% | -37.6% | +47.4% | +25.4% |
| 6M | +164.1% | +136.1% | +28.1% | +65.2% |
| YTD | +260.3% | +199.5% | +60.8% | +102.3% |
| 1Y | +661.2% | +363.2% | +297.9% | +251.4% |
| All | +1,384.0% | +476.6% | +907.4% | +430.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling